SlideShare ist ein Scribd-Unternehmen logo
1 von 100
Downloaden Sie, um offline zu lesen
NHS
                                                              NHS Improvement
                                                                       Diagnostics
              National Pathology Programme
              NHS Improvement Guide


              [ why, what and how ]
                Service improvement in microbiology:



CANCER




DIAGNOSTICS




HEART




LUNG




STROKE



              Clinical excellence in partnership with process excellence”
              “
Service improvement in microbiology: why, what and how




     [contents]
#0



     1. Foreword: Dr Ian Barnes and Dr Peter Cowling                      5    8. A3 thinking                                                               35
                                                                               Case study: A3 thinking - telephone calls - Chesterfield
     2. Executive summary                                                 6
                                                                               9. Mapping the value stream                                                  37
     3. Introduction                                                      8    Value stream mapping
     Why Lean as the improvement methodology of choice                         Process sequence charts
     NHS Change Model                                                          Spaghetti mapping

     4. Sites                                                             10   10. Demand and capacity                                                      41
                                                                               Do we have sufficient capacity to meet the demand?
     5. Leadership for Improvement                                        11   Case study: Flexible working to match capacity to demand - Leicester
     What is required of leaders?                                              Case study: Establishing a standard protocol for high volume tests
     Communication                                                                         that is shared with all users in their environment
     Staff engagement                                                                      reduces inappropriate testing - Whiston
     Case study: Managing the Lean journey - Leicester                         Case study: Reducing inappropriate demand for MRSA testing -
     Case study: Stop to fix - immediate leadership action - Nottingham                    Northampton
     Case study: Creating an environment for improvement - Nottingham
     Case study: Huddles - stop to fix - Scunthorpe                            11. Waste                                                                    47
     Case study: Engagement for successful change - Scunthorpe                 Recognising and eliminating waste
                                                                               Case study: Reducing the waste of walking to specimen reception - Derby
     6. Voice of the customer                                             24   Case study: Reducing overproduction at the GU bench - Kettering
     What do patients and users want from microbiology?                        Case study: Skill mix changes - Kettering
     Engaging users to improve the service                                     Case study: Skill mix changes for booking in - Leicester
     Case study: From laboratory to ward: engaging users as part of a          Case study: Improving sample filing - Leicester
                 laboratory improvement project - Whipps Cross                 Case study: Removing over processing in X,V and XV factor
     Case study: User engagement - ‘poducation’ - Whiston                                   application - Leicester
     Case study: GP engagement when introducing a new urine
                 collection system - Whiston                                   12. Root cause analysis                                                      54
                                                                               Techniques to determine the true cause of a problem
     7. Understanding where you are                                       32
     What to measure and how to collect data                                   13. Future state                                                             55
     • Baseline and ‘go see’                                                   Principles of process redesign
     • Data requirements                                                       Case study: Involving staff in laboratory redesign - Chesterfield

                                                                                                                                                                        3
Service improvement in microbiology: why, what and how




          14. Flow and pull                                                         58     19. Workcell design                                                        85
          Case study: Small batch sizes improve specimen flow and reduce the
                      time taken to report negative UF100 results - Sherwood Forest        20. Key enablers to specimen flow                                          86
          Case study: Automation to reduce resources and turnaround time -                 Pre pre-analytical
                      Northampton                                                          Pre-analytical - sample receipt and registration
          Case study: Small batch working in the urine process - Leicester                 Sample processing
          Case study: Reducing over processing in specimen reception - Derby               Reporting
          Case study: Improving the flow of urines processing - Nottingham                 All areas
          Case study: Achieving flow of work in HVS microscopy - Northampton               Case study: First in first out handling of chlamydia samples - Leicester
                                                                                           Case study: Removing a checking step to reduce turnaround time -
          15. Takt                                                                    68                 Nottingham
          What it is and how it can be used to level the workload                          Case study: Reducing ‘split’- samples - Kettering
          Case study: Relocating a task to balance workloads - Northampton                 Case study: Accurate recording of sample receipt - Sherwood Forest
          Case study: Moving sample registration into real time - Leicester
                                                                                           21. NHS Improvement contact details                                        95
          16. 5S                                                                      71
          Using 5S to improve safety and morale                                            22. Websites and useful reading                                            96
          Case study: 5S in category 3 room saves time - Kettering
          Case study: Stock control in chlamydia and gonorrhoea testing – Leicester

          17. Visual management                                                       76
          Case study: Visual management supporting improvement in
                      microbiology - Kettering

          18. Standard work                                                           80
          The best way to perform each process
          Case study: Visual aids for standard work - Scunthorpe
          Case study: An approach to agreeing standard work in respiratory
                      PCR - Leicester




4
Service improvement in microbiology: why, what and how




     [foreword]
#1



     Pathology services lie at the heart of healthcare services. The vision for the NHS   The robust approach to improvement undertaken can be demonstrated in all eight
     pathology services puts patients first by providing services which are:              descriptors of the new NHS Change model launched by the NHS Commissioning
                                                                                          Board, and the DH Pathology Programme is very pleased to support the work of
     •   clinically excellent;                                                            NHS Improvement to demonstrate how these improvements can be achieved
     •   responsive to users;                                                             using Lean methodology.
     •   cost effective; and
     •   integrated.                                                                      We commend this guide to all commissioners and providers of
                                                                                          microbiology services.
     Effective microbiological services are a key requirement of quality in pathology.
     They can be provided by a range of healthcare providers in a wide variety of
     settings and it is therefore essential that patients needs are considered. Samples
     should be taken as locally as possible, with ease of access and in a timely manner
     to ensure early decision making regarding patient diagnosis, treatment and
     monitoring.
                                                                                          Dr Ian Barnes
     The NHS Operating Framework 2012/13 highlights five domains, of which                National Clinical Director for Pathology,
     Domains 4 and 5 are important for microbiology. Domain 4 requires all NHS            Department of Health
     organisations to actively seek out, respond positively to and improve services in
     line with patient feedback, while Domain 5 focuses on reducing MRSA
     bloodstream and clostridium difficile infections. The role of microbiology is
     significant in achieving these national objectives.

     Moreover, the QIPP challenge to improve services for patients is now in its second
     year, and this document demonstrates how sites are rising to it. The pilot sites
     have demonstrated the need to focus on and measure the whole end-to-end
     patient pathway. They highlight the importance of user engagement, the impact
     this can have on appropriate testing and the need for user education in correct      Dr Peter Cowling
     sample taking. Resultantly, the need for clinical and managerial leadership is       Consultant Microbiologist
     fundamental to achieving sustainable improvement and service change.                 National Pathology Programme Adviser in Microbiology




                                                                                                                                                                                          5
Service improvement in microbiology: why, what and how




         [executive summary]
#2



          In 2006 the Review of Pathology Services in England by Lord Carter, endorsed        Lessons learned
          Lean as the method of choice for improving processes in pathology services.         Three important lessons have been learned in piloting and prototyping Lean
                                                                                              thinking in microbiology.
          Working in partnership with the Department of Health (DH) Pathology
          Programme, NHS Improvement has supported a number of microbiology teams,            1. Lack of a consistent standard and approach to end to end sample
          including the eight acute Trusts in the former East Midlands SHA, to learn how      pathways measurement
          Lean methodology can enable the service to achieve improvements to support          During the improvement programme, Dr Peter Cowling, National Advisor for
          the QIPP, (quality, innovation, productivity and prevention) transformation         Microbiology and Clinical Lead for the Path Links microbiology improvement team
          programme.                                                                          facilitated an important discussion with microbiology teams involved in the
                                                                                              improvement programme to bring about consensus and recommendations.
          Multidisciplinary teams worked collaboratively to test and implement changes
          that deliver improvements for patients, staff and users of the service.             A review of current guidance including Royal College of Pathologists, Keel
                                                                                              Benchmarking, CPA and the Lord Carter Review of Pathology Services 2006/2008
          Over 2 million patients will have benefited from the improvements in:               identified a lack of consistent approach to measurement of the microbiology
                                                                                              specimen pathway.
          Quality and safety
          • Working with service users to achieve ‘right first time’ – addressing errors in   Recommendation:
            sample labelling and requests.                                                    A consensus was agreed which recommended that the microbiology specimen
                                                                                              pathway starts from the time the clinician considers the possibility of the diagnosis
          Innovation                                                                          until a result is available to them. Key measures across the pathway include:
          • Using lean techniques to improve flow of samples, introducing technology to       • Date and time the clinician produces the request form
            reduce test turnaround times.                                                     • Date and time the specimen is taken (specimen collection)
                                                                                              • Date and time the specimen arrives in the requester’s local lab
          Productivity                                                                        • Date and time the specimen arrives in the processing lab
          • Reducing inappropriate demand by ensuring users are educated to                   • Date and time the result is available to the clinical user.
            perform the appropriate test correctly
          • Matching capacity to demand and ensuring the appropriate use of staff skills      2. Process and wider system changes are required to support end to end
          • Improving turnaround times (TATs) by removing waste from process flows to         pathway measurement
            provide results more quickly.                                                     Much of the pre-analytical phase is currently invisible to the laboratory and
                                                                                              pathology laboratory information systems (LIMS) and processes do not support
                                                                                              measurement of the end to end pathway. Teams have been required to resort to
                                                                                              lengthy manual data collection to demonstrate basic end to end specimen
                                                                                              pathways and this is often significantly incomplete.



6
Service improvement in microbiology: why, what and how




Recommendation                                                                      2. Adopt small batch sizes
Pathology LIMS providers are commissioned/required to support the changing          • Throughout the entire pathway - waiting to “fill” equipment causes samples
landscape to allow a patient focussed approach to information across the patient      (and therefore patients) to wait.
pathway.
                                                                                    3. Keep specimens moving
Pathology teams should collect this data and encourage patients and users to        • Daily, throughout the day, multiple deliveries from source of specimens
provide details of specimen timings.                                                • Pull work through the lab
                                                                                    • Register specimens on receipt in small batch sizes – a focus on specimen
3. Face to face user engagement is essential to enable laboratories to                processing as a priority may prevent results being issued in a timely fashion;
engage and educate users to ensure:                                                   move to processing in small batches to improve flow
• Appropriate testing to defined and agreed protocols (reducing                       over booking in may prevent results being issued in a timely fashion
  inappropriate demand)                                                             • Continuous authorisation of results.
• A ‘right first time’ approach to high quality specimen request forms and
  specimen labelling                                                                4. Establish first in, first out
• Appropriate technique for collection and handling of samples.                     • No prioritisation of specimens unless absolutely necessary based on
                                                                                      clinical need
Recommendation                                                                      • Today’s work today.
Microbiology works in partnership with users to provide visible access to agreed
protocols for tests and educate users. A right first time approach is encouraged    5. Appropriate testing
and endorsed by commissioners, clinical teams and users to ensure safety and        • Work with users to design protocols and systems to support appropriate
efficiency.                                                                           test requesting
                                                                                    • Develop acceptance policies that specify information and data quality
Key elements to bring about change                                                    requirements.
Learning from other improvement initiatives in pathology services have
confirmed the five key elements likely to bring about substantial improvements in   This learning guide provides microbiology teams with the basic tools to make
the pathway are almost identical for Microbiology:                                  changes to their processes, along with insight into how colleagues have used
                                                                                    these tools across the whole patient pathway.
1. Focus on the whole end to end pathway
• Ensure all staff in the pathway understand up and downstream processes and
  how their own work impacts on others
• Use whole pathway data (from specimen request to result available) to
  understand how specimens, forms and results flow and identify bottlenecks
  and waiting.



                                                                                                                                                                                    7
Service improvement in microbiology: why, what and how




         [introduction]
#3                                                                                              The NHS Change Model




          Pathology services are faced with increasing demand and pressure to
          reduce costs whilst improving and maintaining clinical safety and quality.
          Traditional cost cutting methods including staff reduction fail to deliver
          the required savings because fewer staff are left with the same
          processes.

          A Lean management system delivers reductions in error rates, waiting times and
          increases in productivity. Application by healthcare organisations across the
          world has improved outcomes for patients and reduced the cost of care at the
          same time.

          NHS Improvement has worked with multiple teams across pathology disciplines
          to evidence the value of Lean methodology.

          Application of Lean tools enables improvement of isolated processes but the
          impact of one off improvement efforts of this nature can be short lived. It is only
          when clinical leadership and operational management changes sufficiently that
          an organisational culture of continuous improvement can be achieved.

          Jim Easton, National Director for Transformation for the NHS Commissioning
          Board has recently launched the NHS Change Model.

          The model brings together familiar elements of any successful change
          programme and is designed to ensure the NHS can meet the challenge of the
          pace and scale of change required to meet future financial constraints and
          improvements in quality.




8
Service improvement in microbiology: why, what and how




 The key to the change model is not the individual      • Our shared purpose: patient experience is at the heart of
 components but ensuring all are addressed equally as     what we do and drives change
 part of any improvement effort.                        • Leadership for change: to create transformational change
                                                        • Engagement to mobilise: understanding, recognising and

“By doing that, we’ll                                     valuing individuals’
                                                        • System drivers: e.g. QIPP, CQinns, NHS Operating Framework
                                                        • Transparent measurement: for improvement and patient
 amplify and reinforce                                    outcomes
                                                        • Rigorous delivery: project management, Plan, Do, Check, Act
 our ability to drive                                     (PDCA) cycles and measurement of benefits
                                                        • Improvement methodology: Lean, capacity and demand,
 change. We’ll take the                                   value and process mapping
                                                        • Spread of innovation: shared learning via multi-media
 skills we’ve already got,                                techniques.

                                                        Our programme of improvement predates this model. However, we
 and take them to the                                   can demonstrate how NHS Improvement’s approach in supporting
                                                        clinical teams has addressed each of the eight elements of the model
 next level in being able                               which should be at the centre of any improvement effort whether
                                                        localised to a single department or at national scale.
 to make things                                         Lean management is not simply an ‘Improvement methodology’ as
 happen.”                                               described in the change model. It addresses all areas and provides
                                                        teams with a checklist for continuous quality improvement.




                                                                                                                                                                                9
Service improvement in microbiology: why, what and how




          [sites]
#4



           Following the Report of the Second Phase of the Review of NHS Pathology        The approach required local ownership and sustainability underpinned by the
           Services in England (December 2008) and the Department of Health’s             training of all members of the team in Lean methodology. The programme
           Response to the Lord Carter Report (December 2008), the DH Pathology           took a collaborative approach, facilitating teams to network and share best
           Programme supported a three year programme of service improvement in           practice at a series of sharing events.
           partnership with NHS Improvement.
                                                                                          Clinical teams were encouraged to visit exemplar sites to observe Lean
           In line with the recommendations of the review, the pathology service          methodology as part of everyday working and understand how improvements
           improvement programme has been established to demonstrate                      have been achieved.
           improvements in efficiency, quality and safety across the end to end pathway
           of care and demonstrate the impact of effective pathology services on the
           wider healthcare system.
                                                                                            East Midlands SHA sites and leads:
           This document shares learning from 10 sites across two dimensions:               • Nottingham University Hospitals NHS Trust
                                                                                              Clinical Lead: Dr Mathew Diggle
           Pilot and spread                                                                 • Derby Hospitals NHS Foundation Trust
           • St Helens and Knowsley Teaching Hospitals NHS Trust                              Clinical Lead: Dr Farah Yazdani
             Beginning in 2006, the Whiston microbiology team have been developing          • University Hospitals of Leicester NHS Trust
             a Lean culture that has spread into other pathology disciplines                  Clinical Lead: Dr Andrew Swann
           • Whipps Cross University Hospital NHS Trust                                     • Kettering General Hospital NHS Foundation Trust
             A histopathology pilot site for an NHS Improvement programme of work             Clinical Lead: Dr Essam Rizkalla
             2009/10, learning has spread to the microbiology team.                         • Northampton General Hospital NHS Trust
                                                                                              Lead: Andrea O’Connell
           Prototype                                                                        • North Lincolnshire & Goole Hospitals NHS
           • East Midlands Strategic Health Authority (SHA) – Pathology                       Foundation Trust (Path Links)
             Modernisation Programme                                                          Clinical Lead: Dr Peter Cowling
             Working with microbiology teams across eight acute trusts to further           • Chesterfield Royal Hospital NHS Foundation Trust
             evidence the value of Lean thinking.                                             Lead: Trevor Taylor
                                                                                            • Sherwood Forest Hospitals NHS Foundation Trust
           NHS Improvement provided training in the use of Lean thinking to support           Clinical Lead: Dr Shrikant Ambalkar
           sites to redesign the way that services are delivered, aiming for clinical
           excellence that is supported by process excellence to improve the users
           experience.


10
Service improvement in microbiology: why, what and how




     [leadershipimprovement ]
#5                                                                                   for



      Leadership is behaviour:                                                              Developing a lean culture
     “ What we do as leaders is more                                                        Culture change takes time and requires leadership. A great many models and
                                                                                            theories exist to guide those wishing to develop their own leadership capability
       important than what we say.”                                                         and approach.

      Sir Nigel Crisp                                                                       Key steps to influencing the creation of a lean culture include:

                                                                                            1.   Find change agents
      One element of the new NHS Change Model is Leadership for Change. The                 2.   Get Lean knowledge
      narrative supporting this asks “Do all our leaders have the skills to create          3.   Seize crisis
      transformational change?”                                                             4.   Map the value stream
                                                                                            5.   Remove waste
      Lean is the term popularised by Womack and Jones to describe a management             6.   Continuous improvement
      system derived from the Toyota production system (TPS) that has been adapted          7.   Sustain.
      and successfully applied nationally and internationally to a wide variety of
      industries including healthcare for over 20 years.                                    A lean culture could be described as one where managers at every level go to the
                                                                                            workplace and coach their staff in Plan, Do, Check, Act (PDCA) problem solving.
      Why, when it seems so simple do lean initiatives often fail to sustain?               A continuous process that is part of “the way we operate here”.

      ThedaCare – a four hospital healthcare system in Wisconsin, USA - significantly       Finding change agents
      reduced errors, improved patient outcomes, raised staff morale and saved $27m         Achieving a culture shift starts with a small team working collaboratively with their
      in with no job losses. CEO John Toussaint MD said                                     department colleagues and users to improve identified areas of the process.

     “In the end the enemy of our improvement efforts was us. Leadership was                Identify a credible and respected improvement lead to head up this team. Look for
      treating each improvement initiative as time limited, a finite project conducted by   a clinician or manager with the drive and enthusiasm to steer changes across the
      a few members of staff or consultants. Improvements ended when a project was          patient pathway.
      over because nobody was in charge of sustaining change and measuring results.
                                                                                            Core team members should be drawn from across the entire pathway:
      In order to change outcomes, leaders at ThedaCare needed to change”                   • Clinical colleagues who will actively commit to the improvement effort
                                                                                            • Laboratory representatives for each job grade
      Continuous improvement can, and will, only occur if the people who actually do        • Administrative/office staff representative
      the work are actively engaged with and understand Lean and their leaders              • User involvement – member of a patient group and a high volume user –
      change.                                                                                 from primary care, ward or clinic.


                                                                                                                                                                                            11
Service improvement in microbiology: why, what and how




           Core team members must understand the process within their stage of the
           pathway and:                                                                      “Employee engagement is about
           • be able to contribute ideas/information on the process
           • be able to influence the decision making process                                 translating employee potential into
           • be prepared to test and implement changes across the pathway
           • be committed to attend all team meetings, activities and work required           employee performance and business
             between meetings.
                                                                                              outcomes.”
           Escalation planning
                                                                                              Melcrum
           An executive sponsor is essential to provide proactive support and access to
           relevant support services such as estates, transport, HR, finance and IT teams.
                                                                                              It is well established that change is difficult for most people. It is the
           They may be called upon to escalate key issues.                                    responsibility of leaders to listen and understand individual perspectives and
                                                                                              concerns creating an environment of open and honest communication.

           Engagement of your staff                                                           How engaged are we?
                                                                                              An Engagement Surveying Tool has been developed and is available at
           What is engagement?                                                                www.improvement.nhs.uk/improvementsystem to enable measurement and to
           Another element of the new NHS Change model is engagement to mobilise.             motivate leaders at all levels to take action on results to improve their own
           The narrative asks “are we engaging and mobilising the right people?”              leadership capability.

           There is no single definition of engagement but themes of commitment,              The 10 questions are based on the work of the Gallup organisation, Marcus
           involvement, communication and energy are clear.                                   Buckingham and Curt Coffman published in First, Break all the Rules.


        “Employees who work with passion and
         feel a profound connection to their
         organisation. They drive innovation and
         move the organisation forward.”
           Meere




12
Service improvement in microbiology: why, what and how




Communication                                                                        1-2-1s
                                                                                     Speak privately with individuals where necessary to make it known that their
Establishing the framework for, and maintaining, good two way communication          views and concerns are important. Ask their permission to raise their issues at
is critical to the success and sustainability of any improvement activity.           daily huddles for further discussion.

Daily meetings - Huddles                                                             After a period of time (which will be different for each team depending on the
An important mechanism for engaging staff is huddling.                               starting point) use of suggestion boxes and boards should diminish as the daily
                                                                                     huddle becomes the focus for raising, discussing and resolving issues.
A huddle is a daily, short and snappy face to face gathering of a team, preferably
standing around a performance metrics display board, which addresses:                Daily meetings can (and should) be a formal part of department operations and
                                                                                     minuted accordingly. The need for formal laboratory meetings will reduce and
1. Focus – on key goals and responsibilities for the day                             may be eliminated altogether.
2. Clarity – clear, relevant and timely information to help staff perform
   their daily roles                                                                 More supporting information is available at:
3. Commitment – listen and act on staff views, ideas and concerns and                www.improvement.nhs.uk/improvementsystem
   feedback progress of agreed actions.

When huddles are first introduced they may feel strange and uncomfortable for
some people. Participation is likely to come from the same small group of
individuals and so other mechanisms for eliciting input and views from the whole
team can be used to support efforts to create an environment where all are
comfortable to speak up.

Suggestions boxes and notice boards
Suggestion boxes and notice boards provide an outlet for staff to make
anonymous comments and raise niggles and suggestions. Share comments at the
daily huddles and provide either an instant response or agree a timescale for
investigation and feedback.




                                                                                                                                                                                    13
Service improvement in microbiology: why, what and how




        CASE STUDY
        Managing the Lean journey
        University Hospitals of Leicester NHS Trust
        Summary                                                     A staff engagement survey was issued to which 76% of         participation of all staff was a challenge. Initially, Band
        Change is difficult for some people. Positive               staff responded (73 from 96). Only 37% of staff felt         7s led the huddles in rotation but the meetings were not
        encouragement and support for all - those who               that their opinions seemed to count. Feedback also           providing the two way communication expected from
        embrace change and those who are fearful and resistant      included criticism of the level of information being given   them.
        initially is vital.                                         about process changes.
                                                                                                                                 After some reflection, it was decided that all staff should
        The Lean journey can be both difficult and challenging      How the changes were implemented                             be given the opportunity to lead the daily meeting.
        but with perseverance the outcomes are rewarding and        Lean principles were new to most of the staff. NHS           Some came forward and others found the idea of
        beneficial to all.                                          improvement provided teaching in the use of the tools        speaking in front of their peers difficult. As time went
                                                                    and techniques and the team began by gathering               on more came forward.
        Understanding the problem                                   baseline data.
        The bacteriology team chose to focus their early                                                                         Once more staff from across all job roles began to lead
        improvement efforts on the Urines process from receipt      The core team had training days out of the laboratory        the huddles the level of participation improved
        in the laboratory to the authorisation of the negative      and regular meetings were held to formulate action           dramatically.
        microscopy report. This is a high volume process that       plans. Due to unfamiliarity with the new tools and the
        would provide significant benefits in time and efficiency   time required to gather manual data, the planning            With the current state base line complete and feedback
        to both patients and staff.                                 stages took some considerable time.                          gathered via waste management sheets, improvement
                                                                                                                                 opportunities were identified. Implementation then
        The mix between Biomedical Assistant (BMA) and              These two factors led to a degree of resentment              proved to be equally difficult.
        Biomedical Scientist (BMS) staff was approximately          amongst the remainder of the team who were covering
        equal. The great majority have been working in the          busy periods without their core team colleagues. Added       Some members of the wider laboratory team had
        laboratory for a large number of years and were very        to this was a lack of visibility of the work of the core     formed the opinion that the changes were linked to
        comfortable with current processes.                         team.                                                        individual agendas and as changes evolved on a
                                                                                                                                 sometimes daily basis some colleagues found it difficult
        A core team was selected to lead the improvement            A perception also developed that only ideas of the core      to keep up and became increasingly frustrated.
        effort chosen from people who had expressed an              team would be implemented.
        interest in Lean methodology and representing all job                                                                    One of the pivotal parts of the system required to make
        roles in the laboratory.                                    In addition to the core team taking time out, the            the new process work (real time registration) was not
                                                                    management team also introduced daily huddles which          put in place until weeks after other changes had been
                                                                    were initially viewed as a further absorption of time that   made. This increased frustration and some became
                                                                    could otherwise be spent processing samples. They            quite angry as they could see no benefit from the
                                                                    were introduced as a conduit for information but             remainder of the changes made early on.




14
Service improvement in microbiology: why, what and how




 A single Band 7 was taking the lead for the training      “I think its much better - doing it in 10s                  Had changes been implemented more quickly,
 required to explain the changes. Her efforts were                                                                     colleagues may have become less suspicious and
                                                            means that you can do several things at
 viewed by some long serving and very experienced                                                                      resentful of the time out the core team members were
 colleagues as overbearing and controlling when the         once. I like it.”                                          taking.
 intention was simply to standardise the process.
                                                            BMA
                                                                                                                       The Band 7 taking the lead on the project felt they had
 There were particular difficulties too for the BMAs who                                                               little support from their peer group which made things
 had embraced the new system, not feeling able to show     “The process is slicker and it works, provided              very difficult. Remaining focussed, driven and dedicated
 a Band 6 BMS the new method.                               we have enough staff and enough                            to Lean resulted in successful delivery of the
                                                            registration staff.”                                       improvements.
 Measurable improvements and impact
 With the Plan, Do, Study, Act (PDSA) cycle in the final    BMS                                                        Key recommendations
 stages of completion all colleagues had used and tested                                                               • Get senior staff and other key influencers on board
 the new process. Most felt a positive benefit to the      “The old system - we used to spend a lot of                   prior to undertaking the project
 work flow and this has been evidenced in the process       time on separating urines into four or five                • Communicate with staff at all levels and at all times.
 data.                                                                                                                 • Inform everyone prior to starting a project - give
                                                            different racks. With the new system in                      specifics - how long, the aim of the project, what
 When the adequate number of staff are available the        place it is a better system than before.                     ideas may already be formulated, explain how
 stress levels seem to be reduced and there is a better     There is less time for the results to go out                 changes may have to be made to fit in with the
 sense of team work within the laboratory with the                                                                       process
                                                            and there is less work for the staff."
 integration of registration BMAs.                                                                                     • Encourage colleagues to have the confidence to train
                                                            BMA                                                          others who may be more experienced than them
 Improvements in communication are evidenced in the                                                                    • Ensure staff feel valued as part of a team
 following quotes from colleagues:                          Key learning                                               • Never give up!
                                                            Staff 'buy in' to Lean may be challenging and efforts to
“Its a lot smoother if there are enough                     support them through change is likely to be required       Contact
                                                                                                                       Dawn Williams
 people. There is less pressure on the BMS                  over a long period of time. Seeing improved data and
                                                            feeling the pace of work steady out will contribute to     Email: dawn.williams@uhl-tr.nhs.uk
 and there are less checking steps. Real time
                                                            mindset shift.
 registration ensures that the results go out
 quicker - which is what its all about.”
 BMS



                                                                                                                                                                                    15
Service improvement in microbiology: why, what and how




        CASE STUDY
        Stop to fix - immediate leadership action
        Nottingham University Hospitals NHS Trust
        Summary                                                    How the changes were implemented                           • A white board was installed to hold van delivery
        Changes were made to specimen reception in two             The Lean core team began by observing the process and        information, duty medical staff telephone numbers
        phases. The second phase introduced date/time              measuring:                                                   and record messages regarding urgent samples
        stamping of every sample without initially redesigning                                                                • The area was 5Sd with a number of items being
        the process or the work area to accommodate the            • Timing of deliveries along with the specimen volume        moved to more appropriate areas and a trolley located
        additional task.                                             peaks and troughs                                          to store required items under the bench to free up
                                                                   • Number of specimens requiring more than one test –         space
        The entire reception team disengaged completely and          either in microbiology alone or microbiology and         • Data showing peaks and troughs in deliveries was
        the process quickly deteriorated to a crisis situation.      another pathology discipline                               made visible along with a schedule for visits to main
                                                                   • Spaghetti mapping the movement of staff, samples           specimen reception to collect samples.
        Senior colleagues reacted quickly and worked alongside       and request forms into, around and out of the area
        reception staff to understand the process and agree the      revealing multiple trips to an office area to access a   Small changes like the installation of the bench top
        necessary redesign.                                          photocopier which required the removal of laboratory     photocopier made an enormous difference to staff
                                                                     coats and gloves each time.                              engagement eliciting the comment “Lean helps get
        Understanding the problem                                                                                             things done that we have been asking for for years.”
        A number of issues relating to specimen reception          In the first phase of improvements:
        required improvement to aid specimen flow                  • A bench top photocopier was purchased and installed      In a later second phase of improvement, the specimen
                                                                     in specimen reception                                    reception staff were asked to add the date and time
        • Lack of standard work – morning and afternoon staff      • A standard layout was sketched out and posted on         stamping of every sample form to enable the service to
          arranged the work area in different ways                   the wall in the area for every staff member to review    accurately monitor end to end process performance and
        • Messages regarding urgent specimens were captured          and critique                                             demand over time to meet a CPA requirement. A
          on scraps of paper and could be lost or overlooked.      • After a reasonable period of time the agreed layout      stamping machine was installed but the process and
                                                                     was put into place – the bench was marked out with       work area layout was not changed.
        The majority of deliveries occur in the afternoon.           tape. Boxes were labeled with the bench destination
        Several staff were trying to help with the unpacking and     and a clearly labeled ‘in’ tray was placed for porters   This change received a very negative response with
        sorting in a very small space. Samples were observed         and service users to deposit samples in                  comments like “people are now avoiding reception as
        literally flying around the room!                          • Additional sorting boxes were added for urines (GP       it’s so difficult to work in there at peak times.” Staff
                                                                     and hospital) and MRSA (screening and multiple           members attributed this change to “Lean” and the
                                                                     swabs) to front load the process and remove the          situation quickly spiraled downwards to a crisis point
                                                                     further sort being carried out at the benches            where specimen turnaround times were being impacted
                                                                                                                              with work carrying over to the following day.




16
Service improvement in microbiology: why, what and how




Senior colleagues reacted immediately by working                                                                    Further improvement opportunities are being
alongside specimen reception colleagues over the period                                                             investigated to remove the need to split samples (and
of a few days to fully understand the process and                                                                   therefore photocopy the form) but working with users
concerns by doing the work themselves and the second                                                                to supply two samples and forms where two tests are
phase of redesign was quickly agreed.                                                                               required.

The work area was improved further to create two work                                                               Longer term improvement is required to create a large
cells for date/time stamping.                                                                                       enough specimen reception area.

Samples are handled one at a time, date/time stamped                                                                Contact
and then sorted to centralised sorting boxes which have                                                             Dr Mathew Diggle
been further improved with colour coded name labels                                                                 Email: mathew.diggle@improvement.nhs.uk
for fast identification.

At busiest times one sample type is taken to a bench for
date / time stamping as there is currently insufficient
space to accommodate the volume – this will form the
next phase of improvement.

Measurable improvements and impact                         Samples are now received, date stamped and collected
Provision of a desktop photocopier has removed a 65        by staff from the various benches within a few minutes
metre journey and saved almost four minutes per case.      of receipt.
Based on an average 60 journeys per week this equates
to 195 kilometres travelled and 196 hours per year that    Staff engagement with Lean thinking has been restored.
is now used for value tasks.
                                                           How will this be sustained and what is the
                                                           potential for the future?
                                                           The largest deliveries arrive during the afternoon and
                                                           two people are unable to keep pace with the demand.
                                                           At these times work is taken to a bench where further
                                                           staff date stamp and sort samples.




                                                                                                                                                                                 17
Service improvement in microbiology: why, what and how




        CASE STUDY
        Creating an environment for improvement
        Nottingham University Hospitals NHS Trust
        Summary
        A number of factors contributed to the creation of an
        open environment that enables staff to raise concerns,
        ask questions and offer suggestions for improvements.

        Understanding the problem
        Whilst the core lean team’s attention was focused on
        improving the Urines process one member of staff who
        had attended a Lean Master class recognised that her
        own personal approach to working at the MRSA bench
        was different to her colleagues’ methods (although still
        within the Standard Operating Procedure!).

        She brought her work method to the attention of the
        core team together with her assertion that it was more
        efficient.

        The team supported her to evidence the improvement
        that her working method would deliver to engage
        colleagues in new standard work.

        How the changes were implemented
        First steps in improvement were:
        • Formation of a core Lean team – all job grades
           represented by enthusiastic and positive team
           members who worked collaboratively with the rest of
           the laboratory team to identify opportunities for
           improvement and test changes
        • Introduction of daily huddles
        • Creation of a communication centre where Lean
           information, problems and work in progress were         The team worked with their colleague who offered the   They began with a timeline of activity to show the
           shared                                                  MRSA improvement suggestion on evidencing the          difference between the current process and the one piece
        • Suggestions boards                                       benefits of a change to others.                        flow that was suggested. They also used Process Sequence
        • Lean drop in sessions.                                                                                          Charts (PSC) to capture the detailed process steps.



18
Service improvement in microbiology: why, what and how




The PSC revealed waste in the form of multiple checks,
waits and transportation as different parts of the process
were done separately and in large batches. Samples
were waiting for the whole batch to be completed
before moving to the next stage in the process.

The proposed alternative process reduced steps from 28
to 16 and increased efficiency by 20%.

Simple visual aids were created to aid training in the
new process as staff rotate around the laboratory. It
includes instructions for handling large volumes of
specimens at peak delivery times dividing tasks between
staff members to ensure flow is maintained.

Measurable improvements and impact                           How will this be sustained and what is the                  Contact
Handling samples in one piece flow rather than batching      potential for the future?                                   Dr Mathew Diggle
them into three steps removes 29 seconds of picking up,      As improvement work has progressed staff engagement         Email: mathew.diggle@improvement.nhs.uk
re-checking and putting down per sample.                     has increased to the point where the suggestions boards
                                                             and Lean drop ins have become redundant. Questions
With an annual workload of some 250,000 samples this         and queries are raised on a daily basis either at huddles
equates to a time saving of 2014 hours or just over 250      or in 1-2-1 conversations where staff members seek out
working days.                                                a Lean team member, consultant or manager to discuss
                                                             their idea.




                                                                                                                                                                                      19
Service improvement in microbiology: why, what and how




        CASE STUDY
        Huddles - stop to fix
        Northern Lincolnshire & Goole Hospitals NHS Foundation Trust - Scunthorpe
        Summary                                                       Huddles make daily resource planning possible and         Key learning
        Twice daily huddles improve laboratory operations and         straightforward, reducing the administration time         Communications are key to team performance and
        reduce the time required for meetings.                        previously required to manage changes. Staffing and       enable teams to manage more effectively particularly
                                                                      workload data has become more visible and the team        during times of pressure or major change.
        Understanding the problem                                     has been kept informed of actions being taken to
        Formal team communication was previously conducted            address problems relating to staff shortages.             Daily face to face communications ensure information
        through monthly meetings and sharing of the minutes.                                                                    sharing is open, timely and useful.
                                                                      Communication with staff occurs at a time pertinent to
        Information was out of date by the time it reached staff      the content of the information and there is no delay in   Issues boards are a good place to begin simple team
        and there was no interaction or feedback from staff.          staff receiving news that is relevant to them and their   problem solving activity but after time and with daily
                                                                      work. The daily meetings are recorded on a proforma       communications, problem solving becomes a part of
        Staff rotas took hours to prepare and were constantly         for staff to refer to if they have been on leave.         daily work.
        changed and re-issued.
                                                                      The monthly formal meeting is now shorter and more        Daily meetings reduce wasted administration time and
        How the changes were implemented                              focussed and efficient.                                   enable teams to plan daily work more effectively.
        Initially the meetings were once daily at 9.10 am. Staff
        posted issues on a board anonymously and the issues           Measurable improvements and impact                        How will this be sustained and what is the
        were discussed and allocated to someone to resolve.           Having the twice daily meetings has enhanced              potential for the future?
                                                                      relationships and team working.                           The twice daily meetings are now part of the ethos of
        As the late and on-call staff missed the morning                                                                        the department.
        meetings, the idea of holding a second meeting in the         Problems are highlighted and dealt with more promptly.
        afternoon was raised and introduced at 4pm.                                                                             Other disciplines have noticed the daily routine and have
                                                                      The time spent in the monthly laboratory meeting has      started the same practice.
        Initially staff were reluctant to join in. Over time, staff   reduced by a third, as has the number of pages in the
        became more confident, sharing issues and becoming            minutes.                                                  Contact
        involved in solutions. The meetings are led by the team                                                                 Mark Cioni
        managers and on occasion staff members take a lead                                                                      Email: mark.cioni@nhs.net
        role.




20
Service improvement in microbiology: why, what and how




                                                         21
Service improvement in microbiology: why, what and how




        CASE STUDY
        Engagement for successful change
        Northern Lincolnshire & Goole Hospitals NHS Foundation Trust - Scunthorpe
        Summary                                                     • All staff participated in collecting base line data before   • Defect reduction - antenatal specimens sent to wrong
        • Early changes were not sustained                            the RIE including value stream maps, process sequence          laboratory solved by education of users (30 specimen
        • Lessons were learned and the whole laboratory team          charts, spaghetti maps and defect data.                        reduction in staff processing time, transport and
          engaged and involved in a week long improvement           • During the RIE the team redesigned the majority of             wasted specimens due to delay £4,700 PA)
          event to redesign bench flow.                               benches. Enthusaism was such that one initially out          • 25% improvement in space utilisation by new lab
                                                                      of scope bench was included.                                   layout and 5S
        Understanding the problem                                   • A ‘paper doll’ exercise was performed, with blank lab        • 100% staff involved in improvement projects
        Having evidenced the performance of the process with          layouts and scale models of the equipment and                • Enhanced staff communication and relations.
        value stream mapping, process sequence charts and             benches. All staff were invited to redesign the
        defect data collection, the core Lean team implemented        laboratory as they felt appropriate to support the best      Time savings have enabled the laboratory to manage
        a series of changes at the urines bench to standardise        possible process                                             workloads despite staff losses and 4.83 vacancies have
        small batch flow.                                           • A series of experiments were carried out to test ideas       been removed as part of pathology reconfiguration.
                                                                      and adjustments and changes to the original plans
        The department was experiencing instability as a result       were made and then implemented                               Key learning
        of high staff turnover and absence. The changes             • The IT department were involved to discuss IT                Some staff within microbiology at Scunthorpe had
        introduced failed to sustain.                                 problems and identify solutions with the team.               previously been given some rudimentary training on
                                                                                                                                   some aspects of Lean, but follow up, sustainability and
        It was decided to revisit the process along with others     Measurable improvements and impact                             incorporation into the laboratory culture was never
        during a week-long focus – a rapid improvement event        • Changes to the date stamping process released 2.5            achieved.
        (RIE) – covering the majority of benches and involving        hours MLA time per day (valued at £6,920 pa)
        the whole team on a daily basis.                            • Processing time saved due to introduction of flow            The core Lean team had been struggling to make an
                                                                      processes and a dedicated MLA in specimen sorting            impact but after the RIE, performance, communciation
        How the changes were implemented                              (2 wte MLA - £57,830 pa)                                     and ideas from the team was massively improved.
        • The laboratory had already taken steps to improve         • Savings in staff time following resolution of IT
          communication with the introduction of huddles –            problems that hindered work flow (0.5 wte MLA 0.5            Visits to the histology laboratory in Lincoln were
          first once and then twice daily                             wte BMS £34,250 pa)                                          organised for staff to see for themselves and talk to
        • A significant investment in staff development involved    • Centralised management of telephone calls saving 2           their colleagues about how Lean was introduced there.
          the whole team attending a Lean awareness training          hours per day staff time (BMS and MLA £ 7,545 pa)            The tools and techniques are now more relevant to the
          day                                                       • Defect reduction through improved management of              visiting microbiology staff and they have returned from
        • The consultant microbiologist and laboratory manager        negative urine reports - 90% reduction of over               the visits with new ideas and enthusiasm to make
          delivered lunchtime refresher sessions looking again at     processing of negative urine specimens (100                  further changes.
          Lean tools and techniques in preparation for the RIE        specimens/week, assumed cost 75p per test £3,750 pa)




22
Service improvement in microbiology: why, what and how




How will this be sustained and what is the
potential for the future?
All of the laboratory staff are now involved with
implementing improvements.

Staff are looking at the possibility of further
improvements in the future in sections of the laboratory
that were not part of the RIE.

Staff have ownership of the changes that have occurred
and have taken responsibility for maintaining them and
making further improvements.

Future work is planned with service users to reduce the
defects associated with lack of understanding of each
other’s needs.

The team plans to do a deeper study of one of the work
cells to understand takt time and flow. The learning
from this cell will be applied to all work cells.

Contact
Mark Cioni
Email: mark.cioni@nhs.net




                                                                                                                    23
Service improvement in microbiology: why, what and how




          [voice of the customer]
#6



           What do patients and users want from microbiology?                                    A survey of patients in the East of England revealed that they want:
           Working in the new commissioning landscape will require pathology
           service providers to be responsive to user needs and to demonstrate and               •   Easy, accessible sampling
           evidence the performance of their service in a meaningful way that is                 •   No repeat tests regardless of the reason
           focussed on the quality and value of the service they are offering.                   •   Quick access to results by requesting clinician
                                                                                                 •   Information on how to provide samples
           Dr Hemel Desai, GP and Clinical Lead for the Transforming Pathology Services          •   Direct access to results.
           project, NHS East of England provided the East Midlands microbiology clinical
           and managerial leaders with a clear insight into what is important to primary         Domain 4 of The NHS Operating Framework for 2012/13 - ensuring that people
           care users and commissioners. His research revealed expectations that make it         have a positive experience of care - requires all NHS organisations to actively seek
           clear microbiology services have a responsibility to users and patients that begins   out, respond positively and improve services in line with patient feedback.
           well before the sample arrives in the laboratory.
                                                                                                 There are a number of established methods and groups available to assist with
           Voice of the customer                                                                 patient engagement:
           When redesigning services to meet user needs microbiology departments are
           recommended to consider the following feedback from GPs to Dr Desai:                  Patient Advice and Liaison Service (PALS)
                                                                                                 All Trusts have a Patient Advice and Liaison Service (PALS). This service has been
           • Treat us as customers – “can I telephone and get additional tests                   introduced to ensure that the NHS listens to patients, their relatives, carers and
             and results easily?”                                                                friends, and answers their questions and resolves their concerns as quickly as
           • We require the following:                                                           possible - www.pals.nhs.uk
             • regular sample collection and delivery
             • a hassle free requesting process – “I have seven and a half minutes per           Patient Opinion website
               patient to decide upon and request diagnostic tests”                              A website where patients can inform specific NHS organisations about their care
             • timely results – with a recognition that there is often a wait for patients to    allowing the organisations to provide a response - www.patientopinion.org.uk
               action the next steps in their diagnosis by returning to the practice
             • a high degree of confidence in getting results back. Consistency across
               laboratory services is required because tests may be sent to multiple locations
             • advice available both pre and post analytical, for example, how to collect
               samples appropriately
             • access to the correct containers; which one for which sample?
             • quick and easy tests, for example, urine dip sticks are a good tool for
               decision making.




24
Service improvement in microbiology: why, what and how




Engaging users to support improvement
There are currently significant practical challenges that prevent end to end
visibility of microbiology diagnostic testing not least the fact that many samples
are produced by patients, in their own homes, to their own preferred timescales.

Microbiology departments must engage with patients and users to enlist their
support in improving diagnostic pathways at the sample requesting stage. This
could involve:

• Supporting users to request the appropriate test for the patient
• Identifying the correct container
• Education and information to confirm how to complete simplified request
  cards or mandatory fields in electronic requesting systems
• Providing date and time information – request and sample collection.

Visual management has been proven to influence considerable improvement in
the quality of requesting and the reduction of inappropriate testing.




                                                                                                                                              25
Service improvement in microbiology: why, what and how




        CASE STUDY
        From laboratory to ward: engaging users as part of a
        laboratory improvement project
        Whipps Cross University Hospital NHS Trust
        Summary                                                      Value stream mapping suggested that sample defects          The consultant microbiologist also wrote to all hospital
        The change to a new primary urine container was an           were a significant problem, and a specific defect audit     consultants and GP users to introduce the change. An
        opportunity to increase engagement with users.               identified a total of 15% of incorrect containers had       A4 visual aid was produced to explain how a urine
        This included visits to wards and GP practices, a “launch    been received in one week. These incorrect containers       sample should be taken using the new containers, and
        event” held in the hospital canteen, and creation of a       pose a storage problem and potential to be misplaced as     this was sent out with the letters.
        visual aid designed to help users provide the correct        they do not fit in either the storage or transport racks.
        sample types.                                                                                                            A more detailed A3 visual aid was designed for all
                                                                     How the changes were implemented                            microbiology samples. This provides information for
        Understanding the problem                                    Introduction of a primary tube for collection of urine      request form completion and taking specimens as well
        The histopathology department at Whipps Cross had            samples that could be used directly on analysers in both    as specimen types, containers, storage and
        previously been a pilot site working with NHS                microbiology and biochemistry was suggested. The            transportation of specimens together with contact
        Improvement with successful outcomes.                        proposal was discussed and approved by the                  details of the laboratory. A laminated copy of this was
                                                                     management groups of both departments.                      to be placed in every clinical area where specimen
        The results from this project acted as the inspiration for                                                               containers were stored.
        the microbiology department to start its own                 The microbiology improvement group recognised that
        improvement programme.                                       significant user engagement would be required prior to      The productive ward team was approached to aid in
                                                                     the introduction of the new tubes to prevent problems       ward staff engagement, and following a formal
        A microbiology improvement group was set up including        during the changeover. It was also recognised as an         meeting, a launch event for the new primary urine
        MLA, BMS, managerial, and medical staff with the             opportunity to engage with users more widely in order       tubes was held in the hospital canteen area, including a
        support of the histopathology project leads (the             to understand what was important to them providing a        member of the productive ward team (PWT). This was
        laboratory manager and a consultant). This group             steer on further improvement opportunities.                 held over lunch times for a period of four days, on the
        decided that processing of urines would be a suitable                                                                    week prior to introduction of the new tubes and
        area to focus on as this was the largest volume sample       Ward visits were carried out by the consultant              enabled the microbiology team to meet as many staff
        type received by the laboratory.                             microbiologist, the chief BMS, and an MLA.                  members as possible.
                                                                     Appointments were made to speak to doctors, nurses
        A sample pathway audit identified the three highest          and midwives from these user groups to discuss current      The press and communications department publicised
        hospital users (antenatal clinic, A&E, and a surgical        problems with urine samples, explain the advantages of      the launch event through the trust email newsletter.
        admissions ward) as well as three large GP practices.        the new tubes, and to demonstrate the use of the new        The event stand was manned by members of the
                                                                     tubes.                                                      improvement group, including the consultant
                                                                                                                                 microbiologist who encouraged junior doctors to
                                                                                                                                 engage.



26
Service improvement in microbiology: why, what and how




There was support from the manufacturer during the         Key learning
launch, which supplied pens and notepad incentives to      • Communication with staff around the hospital has            Visual management for taking
attract interest and had representatives present to help     given rise to new relationships and has improved            microbiology specimens
answer questions.                                            knowledge and education amongst other departments
                                                           • The involvement of the PWT helping to organise the
The launch of the primary tubes and creation of the          launch, as well as working with the Lean team to put
visual aids was also the subject of a medical grand          together the visual aid and distributing this to the
round session conducted by the consultant                    wards was valuable
microbiologist. This talk included a discussion of the     • The influence of the consultant microbiologist was an
importance of proper completion of request forms and         added advantage in engaging with doctors
an example of a serious incident resulting from a poorly   • The publicity through the email newsletter, the launch
completed form.                                              in the canteen and the medical grand round session
                                                             all played a substantial part in the success of the
In order to accelerate the removal of old tubes visits       introduction of the primary urine tubes
were made to retrieve old stock and replace with the       • The unsuccessful idea was the proposal for a visual aid
new primary tubes.                                           for the whole of pathology. Although an attempt was
                                                             made, after many meetings it was decided that
Measurable improvements and impact                           pathology visual aid would be impractical as it would
1. Minimising waste as a result of fewer samples being       be too big and too chaotic. The microbiology visual
   rejected (biochemistry rejected all samples sent in       aid was created instead.
   incorrect containers, meaning patients had to provide
   a repeat specimen)                                      How this improvement benefits patients                      • Work done in microbiology and histopathology has
2. Reducing the potential for errors due to the            • Safety for patients has improved as there is no             spread to central specimen reception, and the
   elimination of a decanting step in the laboratory         decanting and therefore no possibility of sample mix-       microbiology team have worked together with
3. Reducing laboratory staff time due to removal of the      ups                                                         reception staff to start data collection and implement
   decanting step and eliminating problems with            • No need for repeat samples due to use of worng              improvements in this area
   storage.                                                  container and the specimen being rejected by the lab.     • A project to redesign the request form is underway to
                                                                                                                         help eliminate the issues that surround this area
The sample defect audit is being repeated to measure       How will this be sustained and what is the                  • To implement Lean processes onto other benches
the improvement in incorrect container types received. A   potential for the future?                                     starting with the HVS bench.
deadline for accepting these containers has been set.      • The microbiology team have continued to visit the
After this deadline all incorrect containers will be         wards on a regular basis, speaking to nurses and          Contact
rejected with the addition of a comment instructing          healthcare assistants to reinforce messages about         Dr Amit Amin, Consultant Microbiologist
users on specific containers for specific tests.             sample collection and answer any questions they have      Email: amit.amin@bartshealth.nhs.uk




                                                                                                                                                                                    27
Service improvement in microbiology: why, what and how




        CASE STUDY
        User engagement - ‘poducation’
        St Helens & Knowsley Teaching Hospitals NHS Trust - Whiston Hospital
        Summary                                                    A decision had to be made whether to stop the wards          In addition, porters and ward staff do not break off from
        Safe use of the hospital air tube to transport blood       that had not yet been trained from sending blood             their usual duties to bring these specimens down to
        culture bottles to the laboratory has stopped batching     cultures in this way or to accelerate the training to        pathology:
        and ensured samples are placed on the analyser in a        include as many locations as quickly as possible. It was
        timely manner improving the probability of isolating       decided to do the latter as the take up from the             • Increase from zero to 7,200 p.a. blood cultures
        bacteria of significance in patients.                      additional locations was an extremely good indicator of        arriving via the air tube
                                                                   the success for users.                                       • About 90% of blood culture samples now arrive via
        Understanding the problem                                                                                                 the air tube
        The pathology department at Whiston Hospital               A Medical Laboratory Assistant (MLA) approached the          • The time taken to deliver blood cultures by staff is
        relocated to a corner of the new hospital site. This       laboratory manager and suggested that the training             approximately nine minutes, which equates to just
        meant that ward staff and porters had to walk              programme should be accelerated and volunteered to             over 1,000 hours of walking removed per annum.
        significantly further to deliver blood cultures.           expand the training as soon as possilbe.
                                                                                                                                Key learning
        This resulted in these samples being batched until         In addition to the training, visual management was           • The initiative was successful because pathology
        somebody was going to the laboratory. This time delay      produced and is displayed on every vacuum station in           reacted to the needs and demands of the users.
        between the samples being taken and being put onto         response to user demand to employ the vacuum tube to           Users themselves highlighted the need to accelerate
        the blood culture analyser delayed positive results and    ensure safe and correct practice.                              training for all departments and the department
        treatment                                                                                                                 reacted promptly
                                                                   Measurable improvements and impact                           • As the interface between users and the laboratory is
        How the changes were implemented                           Blood culture samples are sent to the laboratory as they       well developed, it was possible to deliver the training
        The microbiology department planned to introduce           are taken from the patient and are put on the analyser         in a compressed time period to provide assurance to
        sending blood cultures through the air tube system as a    as they arrive in the laboratory. This improves the            all involved of the safety of the glass bottle in the air
        pilot with two high volume users.                          probability of isolating bacteria of significance in these     tube
                                                                   patients.                                                    • As pathology was relocating this was an issue that
        Before there was an opportunity to evaluate the pilot it                                                                  was perhaps overlooked due to the enormity of the
        became apparent that it was successful from the user's                                                                    move.
        viewpoint as samples started arriving from sites that
        were not included in the original pilot.




28
Service improvement in microbiology: why, what and how




                                           How this improvement benefits patients
Safe use of the POD system for transport   Patient samples are analysed in a timely manner to
of blood cultures                          identify bacteria of significance to ensure prompt
                                           treatment of infections.

                                           How will this be sustained and what is the
                                           potential for the future?
                                           The improvement has sustained itself as it saves staff
                                           having to deliver a sample to the laboratory.
 BLOOD CULTURES MUST BE PLACED IN THE
 CORRECT CARRIER FOR TRANSPORT IN
                                           Engagement with users is on going.
 THE POD SYSTEM
                                           Continued liason with users and assessing any changes
                                           in requesting behaviour that indicates that a change in
                                           laboratory practice may be appropriate.

                                           Contact
                                           Kevin McLachlan
                                           Email: kevin.mclaclan@sthk.nhs.uk

                                           Paul Hardiman
                                           Email: paul.hardiman@sthk.nhs.uk


 THIS IS THE CORRECT TRANSPORTATION
 FOR BLOOD CULTURES




                                                                                                                                                              29
Service improvement in microbiology: why, what and how




        CASE STUDY
        GP engagement when introducing a new urine collection system
        St Helens & Knowsley Teaching Hospitals NHS Trust - Whiston Hospital
        Summary                                                     The primary care users were visited and key surgeries       Benefits achieved include:
        Laboratory staff visited GP surgeries to introduce visual   took part in a pilot scheme for the introduction of a new   • Health and safety improvements for staff as they no
        management and provide training in the use of               urine collection system. An earlier similar exercise had      longer had to decant over 500 samples per day (no
        algorithms for urine culture, leading to a reduction of     not been sucessful as users were not involved and             splashes or exposure to infections)
        21% in inappropriate tests.                                 assumptions were made about what was required by            • Health and safety improvement for patients
                                                                    them.                                                         • no repeats due to cross contamination of samples
        Understanding the problem                                                                                                 • sample number mix ups mitigated.
        The improvement team found significant inappropriate        The laboratory staff trained the surgery staff in the use
        testing in the urines work stream which could be            of an algorithim and discussed the benefits to              Key learning
        reduced to allow the department to release time to          themselves, their patients and the laboratory.              • Never make assumptions - go out and visit your users
        concentrate on value added activities in the areas of                                                                     - allow them the opportunity to ask you questions
        national importance (MRSA and C.Difficile testing).         A pilot study was run on several sites at the same time     • Ask questions of your users so you can provide the
                                                                    to introduce of a new sampling system for urine culture.      service they require, and not one you think they
        A data gathering exercise was completed before the                                                                        require.
        changes were made. This involved a multidisciplinary        Measurable improvements and impact
        team from across the department and identified:             21.5% reduction in urine requests.                          Things to do differently:
        • 40% of urines tested were negative                                                                                    • Ensure staff are adequately trained in data
        • Inappropriate requests for urinalysis
        • Poorly labelled forms and sample bottles.
                                                                    “The new urine tubes are easier,                              gathering and analysis.

        .                                                           safer and reduce the risk of cross                          How this improvement benefits patients
        How the changes were implemented                                                                                        Improved safety and quality as new urine tubes do not
        From previous experience, it was clear that the             infection.”                                                 require decanting reducing the opportunity for errors.
        laboratory needed to engage with the users and not                                                                      Patients were not directly involved at the pilot sites, but
        make assumptions about what they wanted.                    Infection control link nurse                                they were asked for feedback on a questionnaire
                                                                                                                                completed at the end of the pilot study.

                                                                                                                                All participants in the pilot gave a favourable response
                                                                                                                                to the use of the new tubes.




30
Service improvement in microbiology: why, what and how




  Visual Management - Standard Work




How will this be sustained and what is the
potential for the future?
From previous experience, staff recognised the possible
failure of changes if users were not fully engaged and
on board with the improvements.

Contact
Kevin McLachlan
Email: kevin.mclaclan@sthk.nhs.uk

Beverley Duffy
Email: beverley.duffy@sthk.nhs.uk




                                                                                                                   31
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how
Service improvement in microbiology: why, what and how

Weitere ähnliche Inhalte

Was ist angesagt?

Pre transfusion testing, dr. rafiq
Pre transfusion testing, dr. rafiqPre transfusion testing, dr. rafiq
Pre transfusion testing, dr. rafiq
Rafiq Ahmad
 
ALERT ORGANISM SURVEILLANCE.pptx
ALERT ORGANISM SURVEILLANCE.pptxALERT ORGANISM SURVEILLANCE.pptx
ALERT ORGANISM SURVEILLANCE.pptx
ssuser60557c
 

Was ist angesagt? (20)

7.brucella 1
7.brucella 17.brucella 1
7.brucella 1
 
Antifungal Susceptibility Test
Antifungal Susceptibility TestAntifungal Susceptibility Test
Antifungal Susceptibility Test
 
Serological Diagnosis of Infectious Diseases
Serological Diagnosis of Infectious DiseasesSerological Diagnosis of Infectious Diseases
Serological Diagnosis of Infectious Diseases
 
Automation in Micro
Automation in MicroAutomation in Micro
Automation in Micro
 
Tb diagnosis
Tb diagnosisTb diagnosis
Tb diagnosis
 
blood group du testing
blood group du testing blood group du testing
blood group du testing
 
quality assurance and quality control
quality assurance and quality controlquality assurance and quality control
quality assurance and quality control
 
Approach to bleeding disorders part II
Approach to bleeding disorders part IIApproach to bleeding disorders part II
Approach to bleeding disorders part II
 
Significance of CAP accreditation
Significance of CAP accreditationSignificance of CAP accreditation
Significance of CAP accreditation
 
Pre transfusion testing, dr. rafiq
Pre transfusion testing, dr. rafiqPre transfusion testing, dr. rafiq
Pre transfusion testing, dr. rafiq
 
Burkholderia spp.
Burkholderia spp.Burkholderia spp.
Burkholderia spp.
 
Medical Microbiology Laboratory (biochemical tests - ii)
Medical Microbiology Laboratory (biochemical tests - ii)Medical Microbiology Laboratory (biochemical tests - ii)
Medical Microbiology Laboratory (biochemical tests - ii)
 
How the clinical microbiologist should report the laboratory Results
How the clinical microbiologist should report the laboratory ResultsHow the clinical microbiologist should report the laboratory Results
How the clinical microbiologist should report the laboratory Results
 
ALERT ORGANISM SURVEILLANCE.pptx
ALERT ORGANISM SURVEILLANCE.pptxALERT ORGANISM SURVEILLANCE.pptx
ALERT ORGANISM SURVEILLANCE.pptx
 
Automated system for bacterial identification
Automated system for bacterial identificationAutomated system for bacterial identification
Automated system for bacterial identification
 
Quality-Control-in-Blood-Bank.pptx
Quality-Control-in-Blood-Bank.pptxQuality-Control-in-Blood-Bank.pptx
Quality-Control-in-Blood-Bank.pptx
 
Sputum sample processing.pptx
Sputum sample processing.pptxSputum sample processing.pptx
Sputum sample processing.pptx
 
Epidemiological characterisation of Burkholderia cepacia complex (Bcc) from c...
Epidemiological characterisation of Burkholderia cepacia complex (Bcc) from c...Epidemiological characterisation of Burkholderia cepacia complex (Bcc) from c...
Epidemiological characterisation of Burkholderia cepacia complex (Bcc) from c...
 
Diarrhea & Food poisoning
Diarrhea & Food poisoningDiarrhea & Food poisoning
Diarrhea & Food poisoning
 
Fungal culture, growing of fungi ,preservation technique,# lipophilization
Fungal culture, growing of fungi ,preservation technique,# lipophilizationFungal culture, growing of fungi ,preservation technique,# lipophilization
Fungal culture, growing of fungi ,preservation technique,# lipophilization
 

Andere mochten auch

Toc analyser, microprocessor controlled
Toc analyser, microprocessor controlledToc analyser, microprocessor controlled
Toc analyser, microprocessor controlled
hydrologyproject0
 
Detection and analysis of pesticides pollution
Detection and analysis of pesticides pollutionDetection and analysis of pesticides pollution
Detection and analysis of pesticides pollution
robinson casimir
 
First steps towards quality improvement: a simple guide to improving services
First steps towards quality improvement: a simple guide to improving servicesFirst steps towards quality improvement: a simple guide to improving services
First steps towards quality improvement: a simple guide to improving services
NHS Improvement
 
Biology 30 case study project
Biology 30 case study project Biology 30 case study project
Biology 30 case study project
mmhth
 

Andere mochten auch (20)

Toc analyser, microprocessor controlled
Toc analyser, microprocessor controlledToc analyser, microprocessor controlled
Toc analyser, microprocessor controlled
 
Lean thinking for the nhs
Lean thinking for the nhsLean thinking for the nhs
Lean thinking for the nhs
 
hindawi
hindawihindawi
hindawi
 
Bringing lean to life
Bringing lean to lifeBringing lean to life
Bringing lean to life
 
Immunocompetence tests
Immunocompetence testsImmunocompetence tests
Immunocompetence tests
 
PEN Awards Webinar Series 3 of 6
PEN Awards Webinar Series 3 of 6PEN Awards Webinar Series 3 of 6
PEN Awards Webinar Series 3 of 6
 
Detection and analysis of pesticides pollution
Detection and analysis of pesticides pollutionDetection and analysis of pesticides pollution
Detection and analysis of pesticides pollution
 
Organochlorine Pesticides in Fruits & Vegetables
Organochlorine Pesticides in Fruits & Vegetables Organochlorine Pesticides in Fruits & Vegetables
Organochlorine Pesticides in Fruits & Vegetables
 
Lean Solutions in NHS – Midland Forum
Lean Solutions in NHS – Midland ForumLean Solutions in NHS – Midland Forum
Lean Solutions in NHS – Midland Forum
 
Developments in regulatory requirements
Developments in regulatory requirements Developments in regulatory requirements
Developments in regulatory requirements
 
Objectionable microorganisms within and beyond regulations
Objectionable microorganisms within and beyond regulationsObjectionable microorganisms within and beyond regulations
Objectionable microorganisms within and beyond regulations
 
First steps towards quality improvement: a simple guide to improving services
First steps towards quality improvement: a simple guide to improving servicesFirst steps towards quality improvement: a simple guide to improving services
First steps towards quality improvement: a simple guide to improving services
 
Service improvement in blood sciences
Service improvement in blood sciencesService improvement in blood sciences
Service improvement in blood sciences
 
4 OARO-Case Studies-04 Feb 2017
4  OARO-Case Studies-04 Feb 20174  OARO-Case Studies-04 Feb 2017
4 OARO-Case Studies-04 Feb 2017
 
Biotechnology- Principles and processes investigatory project.
Biotechnology- Principles and processes investigatory project.Biotechnology- Principles and processes investigatory project.
Biotechnology- Principles and processes investigatory project.
 
Designing Effective Lean Transformations
Designing Effective Lean TransformationsDesigning Effective Lean Transformations
Designing Effective Lean Transformations
 
Biology 30 case study project
Biology 30 case study project Biology 30 case study project
Biology 30 case study project
 
My Final Year B.Tech Research Project
My Final Year B.Tech Research ProjectMy Final Year B.Tech Research Project
My Final Year B.Tech Research Project
 
Value Stream Mapping Process
Value Stream Mapping ProcessValue Stream Mapping Process
Value Stream Mapping Process
 
Final Year Project Presentation
Final Year Project PresentationFinal Year Project Presentation
Final Year Project Presentation
 

Ähnlich wie Service improvement in microbiology: why, what and how

Lean Healthcare & Lean Design
Lean Healthcare & Lean DesignLean Healthcare & Lean Design
Lean Healthcare & Lean Design
Mark Graban
 
Towards the Automated Calculation of Clinical Quality Indicators
Towards the Automated Calculation of Clinical Quality IndicatorsTowards the Automated Calculation of Clinical Quality Indicators
Towards the Automated Calculation of Clinical Quality Indicators
Kathrin Dentler
 
Collaborative Method Gp Article%5 B1%5 D
Collaborative Method   Gp Article%5 B1%5 DCollaborative Method   Gp Article%5 B1%5 D
Collaborative Method Gp Article%5 B1%5 D
primary
 
andrusyszyn_paul_m_resume_v01
andrusyszyn_paul_m_resume_v01andrusyszyn_paul_m_resume_v01
andrusyszyn_paul_m_resume_v01
Paul Andrusyszyn
 

Ähnlich wie Service improvement in microbiology: why, what and how (20)

Learning how to achieve a seven day turnaround in histopathology
Learning how to achieve a seven day turnaround in histopathologyLearning how to achieve a seven day turnaround in histopathology
Learning how to achieve a seven day turnaround in histopathology
 
Continuous improvement in cytology - sustaining and accelerating improvement
Continuous improvement in cytology - sustaining and accelerating improvementContinuous improvement in cytology - sustaining and accelerating improvement
Continuous improvement in cytology - sustaining and accelerating improvement
 
Cytology improvement guide: achieving a 14 day turnaround time in cytology
Cytology improvement guide: achieving a 14 day turnaround time in cytologyCytology improvement guide: achieving a 14 day turnaround time in cytology
Cytology improvement guide: achieving a 14 day turnaround time in cytology
 
Learning from the pathology service improvement sites
Learning from the pathology service improvement sitesLearning from the pathology service improvement sites
Learning from the pathology service improvement sites
 
First steps in improving phlebotomy: the challenge to improve quality, produc...
First steps in improving phlebotomy: the challenge to improve quality, produc...First steps in improving phlebotomy: the challenge to improve quality, produc...
First steps in improving phlebotomy: the challenge to improve quality, produc...
 
Evolution of Clinical Data Management
Evolution of Clinical Data ManagementEvolution of Clinical Data Management
Evolution of Clinical Data Management
 
Adrian_Joseph
Adrian_JosephAdrian_Joseph
Adrian_Joseph
 
4th International Conference on Process Analytical Technologies in Organic Pr...
4th International Conference on Process Analytical Technologies in Organic Pr...4th International Conference on Process Analytical Technologies in Organic Pr...
4th International Conference on Process Analytical Technologies in Organic Pr...
 
Lean Healthcare & Lean Design
Lean Healthcare & Lean DesignLean Healthcare & Lean Design
Lean Healthcare & Lean Design
 
Mark Kothapalli - Maximizing the Potential of IVRS and Supply Chain Analytics...
Mark Kothapalli - Maximizing the Potential of IVRS and Supply Chain Analytics...Mark Kothapalli - Maximizing the Potential of IVRS and Supply Chain Analytics...
Mark Kothapalli - Maximizing the Potential of IVRS and Supply Chain Analytics...
 
MuirLab
MuirLabMuirLab
MuirLab
 
Implementing oesphageal Doppler in Enhanced Recovery
Implementing oesphageal Doppler in Enhanced RecoveryImplementing oesphageal Doppler in Enhanced Recovery
Implementing oesphageal Doppler in Enhanced Recovery
 
Service improvement for radiologists
Service improvement for radiologistsService improvement for radiologists
Service improvement for radiologists
 
Towards the Automated Calculation of Clinical Quality Indicators
Towards the Automated Calculation of Clinical Quality IndicatorsTowards the Automated Calculation of Clinical Quality Indicators
Towards the Automated Calculation of Clinical Quality Indicators
 
Healthcare Delivery Reimagined: Patient Flow and Care Coordination Analytics
Healthcare Delivery Reimagined: Patient Flow and Care Coordination AnalyticsHealthcare Delivery Reimagined: Patient Flow and Care Coordination Analytics
Healthcare Delivery Reimagined: Patient Flow and Care Coordination Analytics
 
Evaluating clinical librarian services: a systematic review
Evaluating clinical librarian services: a systematic reviewEvaluating clinical librarian services: a systematic review
Evaluating clinical librarian services: a systematic review
 
CTNeT Overview ASCO 2012
CTNeT Overview ASCO 2012CTNeT Overview ASCO 2012
CTNeT Overview ASCO 2012
 
Rapid review of endoscopy services - NHS Improvement
Rapid review of endoscopy services - NHS ImprovementRapid review of endoscopy services - NHS Improvement
Rapid review of endoscopy services - NHS Improvement
 
Collaborative Method Gp Article%5 B1%5 D
Collaborative Method   Gp Article%5 B1%5 DCollaborative Method   Gp Article%5 B1%5 D
Collaborative Method Gp Article%5 B1%5 D
 
andrusyszyn_paul_m_resume_v01
andrusyszyn_paul_m_resume_v01andrusyszyn_paul_m_resume_v01
andrusyszyn_paul_m_resume_v01
 

Mehr von NHS Improvement

Mehr von NHS Improvement (20)

Directory of Diagnostic Services for Commissioning Organisations
Directory of Diagnostic Services for Commissioning Organisations Directory of Diagnostic Services for Commissioning Organisations
Directory of Diagnostic Services for Commissioning Organisations
 
Top tips to overcome the challenge of commissioning diagnostic services
Top tips to overcome the challenge of commissioning diagnostic services Top tips to overcome the challenge of commissioning diagnostic services
Top tips to overcome the challenge of commissioning diagnostic services
 
Managing exacerbations in chronic obstructive pulmonary disease (COPD): A sec...
Managing exacerbations in chronic obstructive pulmonary disease (COPD): A sec...Managing exacerbations in chronic obstructive pulmonary disease (COPD): A sec...
Managing exacerbations in chronic obstructive pulmonary disease (COPD): A sec...
 
Managing multi-morbidity in practice… what lessons can be learnt from the car...
Managing multi-morbidity in practice… what lessons can be learnt from the car...Managing multi-morbidity in practice… what lessons can be learnt from the car...
Managing multi-morbidity in practice… what lessons can be learnt from the car...
 
Improving the quality and safety of home oxygen services: The case for spread
Improving the quality and safety of home oxygen services: The case for spread Improving the quality and safety of home oxygen services: The case for spread
Improving the quality and safety of home oxygen services: The case for spread
 
Making the case for cardiac rehabilitation: modelling potential impact on re...
Making the case for cardiac rehabilitation:  modelling potential impact on re...Making the case for cardiac rehabilitation:  modelling potential impact on re...
Making the case for cardiac rehabilitation: modelling potential impact on re...
 
Breakout 4.5 Preventing Oxygen Toxicity: a whole system approach - Prof Tony ...
Breakout 4.5 Preventing Oxygen Toxicity: a whole system approach - Prof Tony ...Breakout 4.5 Preventing Oxygen Toxicity: a whole system approach - Prof Tony ...
Breakout 4.5 Preventing Oxygen Toxicity: a whole system approach - Prof Tony ...
 
Breakout 4.4 End of Life Care in Respiratory Disease ~ What we did in Solihul...
Breakout 4.4 End of Life Care in Respiratory Disease ~ What we did in Solihul...Breakout 4.4 End of Life Care in Respiratory Disease ~ What we did in Solihul...
Breakout 4.4 End of Life Care in Respiratory Disease ~ What we did in Solihul...
 
Breakout 4.3 Building a caring future - Liz Norman
Breakout 4.3 Building a caring future - Liz NormanBreakout 4.3 Building a caring future - Liz Norman
Breakout 4.3 Building a caring future - Liz Norman
 
Breakout 4.3 How to manage… exacerbations of COPD, asthma and… in hospital - ...
Breakout 4.3 How to manage… exacerbations of COPD, asthma and… in hospital - ...Breakout 4.3 How to manage… exacerbations of COPD, asthma and… in hospital - ...
Breakout 4.3 How to manage… exacerbations of COPD, asthma and… in hospital - ...
 
Breakout 4.2 Optimise not maximise for better value COPD and asthma care - No...
Breakout 4.2 Optimise not maximise for better value COPD and asthma care - No...Breakout 4.2 Optimise not maximise for better value COPD and asthma care - No...
Breakout 4.2 Optimise not maximise for better value COPD and asthma care - No...
 
Breakout 4. 2 Benefits of implementing medicines optimisation in a COPD and a...
Breakout 4. 2 Benefits of implementing medicines optimisation in a COPD and a...Breakout 4. 2 Benefits of implementing medicines optimisation in a COPD and a...
Breakout 4. 2 Benefits of implementing medicines optimisation in a COPD and a...
 
Breakout 4.1 Finding the missing millions - David Halpin
Breakout 4.1 Finding the missing millions - David HalpinBreakout 4.1 Finding the missing millions - David Halpin
Breakout 4.1 Finding the missing millions - David Halpin
 
Breakout 3.5 ‘Dying for a fag’ The hypoxic patient actively smoking – case st...
Breakout 3.5 ‘Dying for a fag’ The hypoxic patient actively smoking – case st...Breakout 3.5 ‘Dying for a fag’ The hypoxic patient actively smoking – case st...
Breakout 3.5 ‘Dying for a fag’ The hypoxic patient actively smoking – case st...
 
Breakout 3.4 Asthma and psychological problems - Mike Thomas
Breakout 3.4 Asthma and psychological problems - Mike ThomasBreakout 3.4 Asthma and psychological problems - Mike Thomas
Breakout 3.4 Asthma and psychological problems - Mike Thomas
 
Breakout 3.4 How to support the psychological needs of patients with COPD - K...
Breakout 3.4 How to support the psychological needs of patients with COPD - K...Breakout 3.4 How to support the psychological needs of patients with COPD - K...
Breakout 3.4 How to support the psychological needs of patients with COPD - K...
 
Breakout 3.3 Achieving Excellence Across Primary & Secondary Care - Sarah Kea...
Breakout 3.3 Achieving Excellence Across Primary & Secondary Care - Sarah Kea...Breakout 3.3 Achieving Excellence Across Primary & Secondary Care - Sarah Kea...
Breakout 3.3 Achieving Excellence Across Primary & Secondary Care - Sarah Kea...
 
Breakout 3.3 Pro-active management - Stephen Gaduzo
Breakout 3.3 Pro-active management - Stephen GaduzoBreakout 3.3 Pro-active management - Stephen Gaduzo
Breakout 3.3 Pro-active management - Stephen Gaduzo
 
Breakout 3.2 Managing Multimorbidity in Practice - Dr Kevin Gruffydd-Jones
Breakout 3.2 Managing Multimorbidity in Practice - Dr Kevin Gruffydd-JonesBreakout 3.2 Managing Multimorbidity in Practice - Dr Kevin Gruffydd-Jones
Breakout 3.2 Managing Multimorbidity in Practice - Dr Kevin Gruffydd-Jones
 
Breakout 3.1 How to…… Diagnose earlier and accurately: spirometry and history...
Breakout 3.1 How to…… Diagnose earlier and accurately: spirometry and history...Breakout 3.1 How to…… Diagnose earlier and accurately: spirometry and history...
Breakout 3.1 How to…… Diagnose earlier and accurately: spirometry and history...
 

Service improvement in microbiology: why, what and how

  • 1. NHS NHS Improvement Diagnostics National Pathology Programme NHS Improvement Guide [ why, what and how ] Service improvement in microbiology: CANCER DIAGNOSTICS HEART LUNG STROKE Clinical excellence in partnership with process excellence” “
  • 2.
  • 3. Service improvement in microbiology: why, what and how [contents] #0 1. Foreword: Dr Ian Barnes and Dr Peter Cowling 5 8. A3 thinking 35 Case study: A3 thinking - telephone calls - Chesterfield 2. Executive summary 6 9. Mapping the value stream 37 3. Introduction 8 Value stream mapping Why Lean as the improvement methodology of choice Process sequence charts NHS Change Model Spaghetti mapping 4. Sites 10 10. Demand and capacity 41 Do we have sufficient capacity to meet the demand? 5. Leadership for Improvement 11 Case study: Flexible working to match capacity to demand - Leicester What is required of leaders? Case study: Establishing a standard protocol for high volume tests Communication that is shared with all users in their environment Staff engagement reduces inappropriate testing - Whiston Case study: Managing the Lean journey - Leicester Case study: Reducing inappropriate demand for MRSA testing - Case study: Stop to fix - immediate leadership action - Nottingham Northampton Case study: Creating an environment for improvement - Nottingham Case study: Huddles - stop to fix - Scunthorpe 11. Waste 47 Case study: Engagement for successful change - Scunthorpe Recognising and eliminating waste Case study: Reducing the waste of walking to specimen reception - Derby 6. Voice of the customer 24 Case study: Reducing overproduction at the GU bench - Kettering What do patients and users want from microbiology? Case study: Skill mix changes - Kettering Engaging users to improve the service Case study: Skill mix changes for booking in - Leicester Case study: From laboratory to ward: engaging users as part of a Case study: Improving sample filing - Leicester laboratory improvement project - Whipps Cross Case study: Removing over processing in X,V and XV factor Case study: User engagement - ‘poducation’ - Whiston application - Leicester Case study: GP engagement when introducing a new urine collection system - Whiston 12. Root cause analysis 54 Techniques to determine the true cause of a problem 7. Understanding where you are 32 What to measure and how to collect data 13. Future state 55 • Baseline and ‘go see’ Principles of process redesign • Data requirements Case study: Involving staff in laboratory redesign - Chesterfield 3
  • 4. Service improvement in microbiology: why, what and how 14. Flow and pull 58 19. Workcell design 85 Case study: Small batch sizes improve specimen flow and reduce the time taken to report negative UF100 results - Sherwood Forest 20. Key enablers to specimen flow 86 Case study: Automation to reduce resources and turnaround time - Pre pre-analytical Northampton Pre-analytical - sample receipt and registration Case study: Small batch working in the urine process - Leicester Sample processing Case study: Reducing over processing in specimen reception - Derby Reporting Case study: Improving the flow of urines processing - Nottingham All areas Case study: Achieving flow of work in HVS microscopy - Northampton Case study: First in first out handling of chlamydia samples - Leicester Case study: Removing a checking step to reduce turnaround time - 15. Takt 68 Nottingham What it is and how it can be used to level the workload Case study: Reducing ‘split’- samples - Kettering Case study: Relocating a task to balance workloads - Northampton Case study: Accurate recording of sample receipt - Sherwood Forest Case study: Moving sample registration into real time - Leicester 21. NHS Improvement contact details 95 16. 5S 71 Using 5S to improve safety and morale 22. Websites and useful reading 96 Case study: 5S in category 3 room saves time - Kettering Case study: Stock control in chlamydia and gonorrhoea testing – Leicester 17. Visual management 76 Case study: Visual management supporting improvement in microbiology - Kettering 18. Standard work 80 The best way to perform each process Case study: Visual aids for standard work - Scunthorpe Case study: An approach to agreeing standard work in respiratory PCR - Leicester 4
  • 5. Service improvement in microbiology: why, what and how [foreword] #1 Pathology services lie at the heart of healthcare services. The vision for the NHS The robust approach to improvement undertaken can be demonstrated in all eight pathology services puts patients first by providing services which are: descriptors of the new NHS Change model launched by the NHS Commissioning Board, and the DH Pathology Programme is very pleased to support the work of • clinically excellent; NHS Improvement to demonstrate how these improvements can be achieved • responsive to users; using Lean methodology. • cost effective; and • integrated. We commend this guide to all commissioners and providers of microbiology services. Effective microbiological services are a key requirement of quality in pathology. They can be provided by a range of healthcare providers in a wide variety of settings and it is therefore essential that patients needs are considered. Samples should be taken as locally as possible, with ease of access and in a timely manner to ensure early decision making regarding patient diagnosis, treatment and monitoring. Dr Ian Barnes The NHS Operating Framework 2012/13 highlights five domains, of which National Clinical Director for Pathology, Domains 4 and 5 are important for microbiology. Domain 4 requires all NHS Department of Health organisations to actively seek out, respond positively to and improve services in line with patient feedback, while Domain 5 focuses on reducing MRSA bloodstream and clostridium difficile infections. The role of microbiology is significant in achieving these national objectives. Moreover, the QIPP challenge to improve services for patients is now in its second year, and this document demonstrates how sites are rising to it. The pilot sites have demonstrated the need to focus on and measure the whole end-to-end patient pathway. They highlight the importance of user engagement, the impact this can have on appropriate testing and the need for user education in correct Dr Peter Cowling sample taking. Resultantly, the need for clinical and managerial leadership is Consultant Microbiologist fundamental to achieving sustainable improvement and service change. National Pathology Programme Adviser in Microbiology 5
  • 6. Service improvement in microbiology: why, what and how [executive summary] #2 In 2006 the Review of Pathology Services in England by Lord Carter, endorsed Lessons learned Lean as the method of choice for improving processes in pathology services. Three important lessons have been learned in piloting and prototyping Lean thinking in microbiology. Working in partnership with the Department of Health (DH) Pathology Programme, NHS Improvement has supported a number of microbiology teams, 1. Lack of a consistent standard and approach to end to end sample including the eight acute Trusts in the former East Midlands SHA, to learn how pathways measurement Lean methodology can enable the service to achieve improvements to support During the improvement programme, Dr Peter Cowling, National Advisor for the QIPP, (quality, innovation, productivity and prevention) transformation Microbiology and Clinical Lead for the Path Links microbiology improvement team programme. facilitated an important discussion with microbiology teams involved in the improvement programme to bring about consensus and recommendations. Multidisciplinary teams worked collaboratively to test and implement changes that deliver improvements for patients, staff and users of the service. A review of current guidance including Royal College of Pathologists, Keel Benchmarking, CPA and the Lord Carter Review of Pathology Services 2006/2008 Over 2 million patients will have benefited from the improvements in: identified a lack of consistent approach to measurement of the microbiology specimen pathway. Quality and safety • Working with service users to achieve ‘right first time’ – addressing errors in Recommendation: sample labelling and requests. A consensus was agreed which recommended that the microbiology specimen pathway starts from the time the clinician considers the possibility of the diagnosis Innovation until a result is available to them. Key measures across the pathway include: • Using lean techniques to improve flow of samples, introducing technology to • Date and time the clinician produces the request form reduce test turnaround times. • Date and time the specimen is taken (specimen collection) • Date and time the specimen arrives in the requester’s local lab Productivity • Date and time the specimen arrives in the processing lab • Reducing inappropriate demand by ensuring users are educated to • Date and time the result is available to the clinical user. perform the appropriate test correctly • Matching capacity to demand and ensuring the appropriate use of staff skills 2. Process and wider system changes are required to support end to end • Improving turnaround times (TATs) by removing waste from process flows to pathway measurement provide results more quickly. Much of the pre-analytical phase is currently invisible to the laboratory and pathology laboratory information systems (LIMS) and processes do not support measurement of the end to end pathway. Teams have been required to resort to lengthy manual data collection to demonstrate basic end to end specimen pathways and this is often significantly incomplete. 6
  • 7. Service improvement in microbiology: why, what and how Recommendation 2. Adopt small batch sizes Pathology LIMS providers are commissioned/required to support the changing • Throughout the entire pathway - waiting to “fill” equipment causes samples landscape to allow a patient focussed approach to information across the patient (and therefore patients) to wait. pathway. 3. Keep specimens moving Pathology teams should collect this data and encourage patients and users to • Daily, throughout the day, multiple deliveries from source of specimens provide details of specimen timings. • Pull work through the lab • Register specimens on receipt in small batch sizes – a focus on specimen 3. Face to face user engagement is essential to enable laboratories to processing as a priority may prevent results being issued in a timely fashion; engage and educate users to ensure: move to processing in small batches to improve flow • Appropriate testing to defined and agreed protocols (reducing over booking in may prevent results being issued in a timely fashion inappropriate demand) • Continuous authorisation of results. • A ‘right first time’ approach to high quality specimen request forms and specimen labelling 4. Establish first in, first out • Appropriate technique for collection and handling of samples. • No prioritisation of specimens unless absolutely necessary based on clinical need Recommendation • Today’s work today. Microbiology works in partnership with users to provide visible access to agreed protocols for tests and educate users. A right first time approach is encouraged 5. Appropriate testing and endorsed by commissioners, clinical teams and users to ensure safety and • Work with users to design protocols and systems to support appropriate efficiency. test requesting • Develop acceptance policies that specify information and data quality Key elements to bring about change requirements. Learning from other improvement initiatives in pathology services have confirmed the five key elements likely to bring about substantial improvements in This learning guide provides microbiology teams with the basic tools to make the pathway are almost identical for Microbiology: changes to their processes, along with insight into how colleagues have used these tools across the whole patient pathway. 1. Focus on the whole end to end pathway • Ensure all staff in the pathway understand up and downstream processes and how their own work impacts on others • Use whole pathway data (from specimen request to result available) to understand how specimens, forms and results flow and identify bottlenecks and waiting. 7
  • 8. Service improvement in microbiology: why, what and how [introduction] #3 The NHS Change Model Pathology services are faced with increasing demand and pressure to reduce costs whilst improving and maintaining clinical safety and quality. Traditional cost cutting methods including staff reduction fail to deliver the required savings because fewer staff are left with the same processes. A Lean management system delivers reductions in error rates, waiting times and increases in productivity. Application by healthcare organisations across the world has improved outcomes for patients and reduced the cost of care at the same time. NHS Improvement has worked with multiple teams across pathology disciplines to evidence the value of Lean methodology. Application of Lean tools enables improvement of isolated processes but the impact of one off improvement efforts of this nature can be short lived. It is only when clinical leadership and operational management changes sufficiently that an organisational culture of continuous improvement can be achieved. Jim Easton, National Director for Transformation for the NHS Commissioning Board has recently launched the NHS Change Model. The model brings together familiar elements of any successful change programme and is designed to ensure the NHS can meet the challenge of the pace and scale of change required to meet future financial constraints and improvements in quality. 8
  • 9. Service improvement in microbiology: why, what and how The key to the change model is not the individual • Our shared purpose: patient experience is at the heart of components but ensuring all are addressed equally as what we do and drives change part of any improvement effort. • Leadership for change: to create transformational change • Engagement to mobilise: understanding, recognising and “By doing that, we’ll valuing individuals’ • System drivers: e.g. QIPP, CQinns, NHS Operating Framework • Transparent measurement: for improvement and patient amplify and reinforce outcomes • Rigorous delivery: project management, Plan, Do, Check, Act our ability to drive (PDCA) cycles and measurement of benefits • Improvement methodology: Lean, capacity and demand, change. We’ll take the value and process mapping • Spread of innovation: shared learning via multi-media skills we’ve already got, techniques. Our programme of improvement predates this model. However, we and take them to the can demonstrate how NHS Improvement’s approach in supporting clinical teams has addressed each of the eight elements of the model next level in being able which should be at the centre of any improvement effort whether localised to a single department or at national scale. to make things Lean management is not simply an ‘Improvement methodology’ as happen.” described in the change model. It addresses all areas and provides teams with a checklist for continuous quality improvement. 9
  • 10. Service improvement in microbiology: why, what and how [sites] #4 Following the Report of the Second Phase of the Review of NHS Pathology The approach required local ownership and sustainability underpinned by the Services in England (December 2008) and the Department of Health’s training of all members of the team in Lean methodology. The programme Response to the Lord Carter Report (December 2008), the DH Pathology took a collaborative approach, facilitating teams to network and share best Programme supported a three year programme of service improvement in practice at a series of sharing events. partnership with NHS Improvement. Clinical teams were encouraged to visit exemplar sites to observe Lean In line with the recommendations of the review, the pathology service methodology as part of everyday working and understand how improvements improvement programme has been established to demonstrate have been achieved. improvements in efficiency, quality and safety across the end to end pathway of care and demonstrate the impact of effective pathology services on the wider healthcare system. East Midlands SHA sites and leads: This document shares learning from 10 sites across two dimensions: • Nottingham University Hospitals NHS Trust Clinical Lead: Dr Mathew Diggle Pilot and spread • Derby Hospitals NHS Foundation Trust • St Helens and Knowsley Teaching Hospitals NHS Trust Clinical Lead: Dr Farah Yazdani Beginning in 2006, the Whiston microbiology team have been developing • University Hospitals of Leicester NHS Trust a Lean culture that has spread into other pathology disciplines Clinical Lead: Dr Andrew Swann • Whipps Cross University Hospital NHS Trust • Kettering General Hospital NHS Foundation Trust A histopathology pilot site for an NHS Improvement programme of work Clinical Lead: Dr Essam Rizkalla 2009/10, learning has spread to the microbiology team. • Northampton General Hospital NHS Trust Lead: Andrea O’Connell Prototype • North Lincolnshire & Goole Hospitals NHS • East Midlands Strategic Health Authority (SHA) – Pathology Foundation Trust (Path Links) Modernisation Programme Clinical Lead: Dr Peter Cowling Working with microbiology teams across eight acute trusts to further • Chesterfield Royal Hospital NHS Foundation Trust evidence the value of Lean thinking. Lead: Trevor Taylor • Sherwood Forest Hospitals NHS Foundation Trust NHS Improvement provided training in the use of Lean thinking to support Clinical Lead: Dr Shrikant Ambalkar sites to redesign the way that services are delivered, aiming for clinical excellence that is supported by process excellence to improve the users experience. 10
  • 11. Service improvement in microbiology: why, what and how [leadershipimprovement ] #5 for Leadership is behaviour: Developing a lean culture “ What we do as leaders is more Culture change takes time and requires leadership. A great many models and theories exist to guide those wishing to develop their own leadership capability important than what we say.” and approach. Sir Nigel Crisp Key steps to influencing the creation of a lean culture include: 1. Find change agents One element of the new NHS Change Model is Leadership for Change. The 2. Get Lean knowledge narrative supporting this asks “Do all our leaders have the skills to create 3. Seize crisis transformational change?” 4. Map the value stream 5. Remove waste Lean is the term popularised by Womack and Jones to describe a management 6. Continuous improvement system derived from the Toyota production system (TPS) that has been adapted 7. Sustain. and successfully applied nationally and internationally to a wide variety of industries including healthcare for over 20 years. A lean culture could be described as one where managers at every level go to the workplace and coach their staff in Plan, Do, Check, Act (PDCA) problem solving. Why, when it seems so simple do lean initiatives often fail to sustain? A continuous process that is part of “the way we operate here”. ThedaCare – a four hospital healthcare system in Wisconsin, USA - significantly Finding change agents reduced errors, improved patient outcomes, raised staff morale and saved $27m Achieving a culture shift starts with a small team working collaboratively with their in with no job losses. CEO John Toussaint MD said department colleagues and users to improve identified areas of the process. “In the end the enemy of our improvement efforts was us. Leadership was Identify a credible and respected improvement lead to head up this team. Look for treating each improvement initiative as time limited, a finite project conducted by a clinician or manager with the drive and enthusiasm to steer changes across the a few members of staff or consultants. Improvements ended when a project was patient pathway. over because nobody was in charge of sustaining change and measuring results. Core team members should be drawn from across the entire pathway: In order to change outcomes, leaders at ThedaCare needed to change” • Clinical colleagues who will actively commit to the improvement effort • Laboratory representatives for each job grade Continuous improvement can, and will, only occur if the people who actually do • Administrative/office staff representative the work are actively engaged with and understand Lean and their leaders • User involvement – member of a patient group and a high volume user – change. from primary care, ward or clinic. 11
  • 12. Service improvement in microbiology: why, what and how Core team members must understand the process within their stage of the pathway and: “Employee engagement is about • be able to contribute ideas/information on the process • be able to influence the decision making process translating employee potential into • be prepared to test and implement changes across the pathway • be committed to attend all team meetings, activities and work required employee performance and business between meetings. outcomes.” Escalation planning Melcrum An executive sponsor is essential to provide proactive support and access to relevant support services such as estates, transport, HR, finance and IT teams. It is well established that change is difficult for most people. It is the They may be called upon to escalate key issues. responsibility of leaders to listen and understand individual perspectives and concerns creating an environment of open and honest communication. Engagement of your staff How engaged are we? An Engagement Surveying Tool has been developed and is available at What is engagement? www.improvement.nhs.uk/improvementsystem to enable measurement and to Another element of the new NHS Change model is engagement to mobilise. motivate leaders at all levels to take action on results to improve their own The narrative asks “are we engaging and mobilising the right people?” leadership capability. There is no single definition of engagement but themes of commitment, The 10 questions are based on the work of the Gallup organisation, Marcus involvement, communication and energy are clear. Buckingham and Curt Coffman published in First, Break all the Rules. “Employees who work with passion and feel a profound connection to their organisation. They drive innovation and move the organisation forward.” Meere 12
  • 13. Service improvement in microbiology: why, what and how Communication 1-2-1s Speak privately with individuals where necessary to make it known that their Establishing the framework for, and maintaining, good two way communication views and concerns are important. Ask their permission to raise their issues at is critical to the success and sustainability of any improvement activity. daily huddles for further discussion. Daily meetings - Huddles After a period of time (which will be different for each team depending on the An important mechanism for engaging staff is huddling. starting point) use of suggestion boxes and boards should diminish as the daily huddle becomes the focus for raising, discussing and resolving issues. A huddle is a daily, short and snappy face to face gathering of a team, preferably standing around a performance metrics display board, which addresses: Daily meetings can (and should) be a formal part of department operations and minuted accordingly. The need for formal laboratory meetings will reduce and 1. Focus – on key goals and responsibilities for the day may be eliminated altogether. 2. Clarity – clear, relevant and timely information to help staff perform their daily roles More supporting information is available at: 3. Commitment – listen and act on staff views, ideas and concerns and www.improvement.nhs.uk/improvementsystem feedback progress of agreed actions. When huddles are first introduced they may feel strange and uncomfortable for some people. Participation is likely to come from the same small group of individuals and so other mechanisms for eliciting input and views from the whole team can be used to support efforts to create an environment where all are comfortable to speak up. Suggestions boxes and notice boards Suggestion boxes and notice boards provide an outlet for staff to make anonymous comments and raise niggles and suggestions. Share comments at the daily huddles and provide either an instant response or agree a timescale for investigation and feedback. 13
  • 14. Service improvement in microbiology: why, what and how CASE STUDY Managing the Lean journey University Hospitals of Leicester NHS Trust Summary A staff engagement survey was issued to which 76% of participation of all staff was a challenge. Initially, Band Change is difficult for some people. Positive staff responded (73 from 96). Only 37% of staff felt 7s led the huddles in rotation but the meetings were not encouragement and support for all - those who that their opinions seemed to count. Feedback also providing the two way communication expected from embrace change and those who are fearful and resistant included criticism of the level of information being given them. initially is vital. about process changes. After some reflection, it was decided that all staff should The Lean journey can be both difficult and challenging How the changes were implemented be given the opportunity to lead the daily meeting. but with perseverance the outcomes are rewarding and Lean principles were new to most of the staff. NHS Some came forward and others found the idea of beneficial to all. improvement provided teaching in the use of the tools speaking in front of their peers difficult. As time went and techniques and the team began by gathering on more came forward. Understanding the problem baseline data. The bacteriology team chose to focus their early Once more staff from across all job roles began to lead improvement efforts on the Urines process from receipt The core team had training days out of the laboratory the huddles the level of participation improved in the laboratory to the authorisation of the negative and regular meetings were held to formulate action dramatically. microscopy report. This is a high volume process that plans. Due to unfamiliarity with the new tools and the would provide significant benefits in time and efficiency time required to gather manual data, the planning With the current state base line complete and feedback to both patients and staff. stages took some considerable time. gathered via waste management sheets, improvement opportunities were identified. Implementation then The mix between Biomedical Assistant (BMA) and These two factors led to a degree of resentment proved to be equally difficult. Biomedical Scientist (BMS) staff was approximately amongst the remainder of the team who were covering equal. The great majority have been working in the busy periods without their core team colleagues. Added Some members of the wider laboratory team had laboratory for a large number of years and were very to this was a lack of visibility of the work of the core formed the opinion that the changes were linked to comfortable with current processes. team. individual agendas and as changes evolved on a sometimes daily basis some colleagues found it difficult A core team was selected to lead the improvement A perception also developed that only ideas of the core to keep up and became increasingly frustrated. effort chosen from people who had expressed an team would be implemented. interest in Lean methodology and representing all job One of the pivotal parts of the system required to make roles in the laboratory. In addition to the core team taking time out, the the new process work (real time registration) was not management team also introduced daily huddles which put in place until weeks after other changes had been were initially viewed as a further absorption of time that made. This increased frustration and some became could otherwise be spent processing samples. They quite angry as they could see no benefit from the were introduced as a conduit for information but remainder of the changes made early on. 14
  • 15. Service improvement in microbiology: why, what and how A single Band 7 was taking the lead for the training “I think its much better - doing it in 10s Had changes been implemented more quickly, required to explain the changes. Her efforts were colleagues may have become less suspicious and means that you can do several things at viewed by some long serving and very experienced resentful of the time out the core team members were colleagues as overbearing and controlling when the once. I like it.” taking. intention was simply to standardise the process. BMA The Band 7 taking the lead on the project felt they had There were particular difficulties too for the BMAs who little support from their peer group which made things had embraced the new system, not feeling able to show “The process is slicker and it works, provided very difficult. Remaining focussed, driven and dedicated a Band 6 BMS the new method. we have enough staff and enough to Lean resulted in successful delivery of the registration staff.” improvements. Measurable improvements and impact With the Plan, Do, Study, Act (PDSA) cycle in the final BMS Key recommendations stages of completion all colleagues had used and tested • Get senior staff and other key influencers on board the new process. Most felt a positive benefit to the “The old system - we used to spend a lot of prior to undertaking the project work flow and this has been evidenced in the process time on separating urines into four or five • Communicate with staff at all levels and at all times. data. • Inform everyone prior to starting a project - give different racks. With the new system in specifics - how long, the aim of the project, what When the adequate number of staff are available the place it is a better system than before. ideas may already be formulated, explain how stress levels seem to be reduced and there is a better There is less time for the results to go out changes may have to be made to fit in with the sense of team work within the laboratory with the process and there is less work for the staff." integration of registration BMAs. • Encourage colleagues to have the confidence to train BMA others who may be more experienced than them Improvements in communication are evidenced in the • Ensure staff feel valued as part of a team following quotes from colleagues: Key learning • Never give up! Staff 'buy in' to Lean may be challenging and efforts to “Its a lot smoother if there are enough support them through change is likely to be required Contact Dawn Williams people. There is less pressure on the BMS over a long period of time. Seeing improved data and feeling the pace of work steady out will contribute to Email: dawn.williams@uhl-tr.nhs.uk and there are less checking steps. Real time mindset shift. registration ensures that the results go out quicker - which is what its all about.” BMS 15
  • 16. Service improvement in microbiology: why, what and how CASE STUDY Stop to fix - immediate leadership action Nottingham University Hospitals NHS Trust Summary How the changes were implemented • A white board was installed to hold van delivery Changes were made to specimen reception in two The Lean core team began by observing the process and information, duty medical staff telephone numbers phases. The second phase introduced date/time measuring: and record messages regarding urgent samples stamping of every sample without initially redesigning • The area was 5Sd with a number of items being the process or the work area to accommodate the • Timing of deliveries along with the specimen volume moved to more appropriate areas and a trolley located additional task. peaks and troughs to store required items under the bench to free up • Number of specimens requiring more than one test – space The entire reception team disengaged completely and either in microbiology alone or microbiology and • Data showing peaks and troughs in deliveries was the process quickly deteriorated to a crisis situation. another pathology discipline made visible along with a schedule for visits to main • Spaghetti mapping the movement of staff, samples specimen reception to collect samples. Senior colleagues reacted quickly and worked alongside and request forms into, around and out of the area reception staff to understand the process and agree the revealing multiple trips to an office area to access a Small changes like the installation of the bench top necessary redesign. photocopier which required the removal of laboratory photocopier made an enormous difference to staff coats and gloves each time. engagement eliciting the comment “Lean helps get Understanding the problem things done that we have been asking for for years.” A number of issues relating to specimen reception In the first phase of improvements: required improvement to aid specimen flow • A bench top photocopier was purchased and installed In a later second phase of improvement, the specimen in specimen reception reception staff were asked to add the date and time • Lack of standard work – morning and afternoon staff • A standard layout was sketched out and posted on stamping of every sample form to enable the service to arranged the work area in different ways the wall in the area for every staff member to review accurately monitor end to end process performance and • Messages regarding urgent specimens were captured and critique demand over time to meet a CPA requirement. A on scraps of paper and could be lost or overlooked. • After a reasonable period of time the agreed layout stamping machine was installed but the process and was put into place – the bench was marked out with work area layout was not changed. The majority of deliveries occur in the afternoon. tape. Boxes were labeled with the bench destination Several staff were trying to help with the unpacking and and a clearly labeled ‘in’ tray was placed for porters This change received a very negative response with sorting in a very small space. Samples were observed and service users to deposit samples in comments like “people are now avoiding reception as literally flying around the room! • Additional sorting boxes were added for urines (GP it’s so difficult to work in there at peak times.” Staff and hospital) and MRSA (screening and multiple members attributed this change to “Lean” and the swabs) to front load the process and remove the situation quickly spiraled downwards to a crisis point further sort being carried out at the benches where specimen turnaround times were being impacted with work carrying over to the following day. 16
  • 17. Service improvement in microbiology: why, what and how Senior colleagues reacted immediately by working Further improvement opportunities are being alongside specimen reception colleagues over the period investigated to remove the need to split samples (and of a few days to fully understand the process and therefore photocopy the form) but working with users concerns by doing the work themselves and the second to supply two samples and forms where two tests are phase of redesign was quickly agreed. required. The work area was improved further to create two work Longer term improvement is required to create a large cells for date/time stamping. enough specimen reception area. Samples are handled one at a time, date/time stamped Contact and then sorted to centralised sorting boxes which have Dr Mathew Diggle been further improved with colour coded name labels Email: mathew.diggle@improvement.nhs.uk for fast identification. At busiest times one sample type is taken to a bench for date / time stamping as there is currently insufficient space to accommodate the volume – this will form the next phase of improvement. Measurable improvements and impact Samples are now received, date stamped and collected Provision of a desktop photocopier has removed a 65 by staff from the various benches within a few minutes metre journey and saved almost four minutes per case. of receipt. Based on an average 60 journeys per week this equates to 195 kilometres travelled and 196 hours per year that Staff engagement with Lean thinking has been restored. is now used for value tasks. How will this be sustained and what is the potential for the future? The largest deliveries arrive during the afternoon and two people are unable to keep pace with the demand. At these times work is taken to a bench where further staff date stamp and sort samples. 17
  • 18. Service improvement in microbiology: why, what and how CASE STUDY Creating an environment for improvement Nottingham University Hospitals NHS Trust Summary A number of factors contributed to the creation of an open environment that enables staff to raise concerns, ask questions and offer suggestions for improvements. Understanding the problem Whilst the core lean team’s attention was focused on improving the Urines process one member of staff who had attended a Lean Master class recognised that her own personal approach to working at the MRSA bench was different to her colleagues’ methods (although still within the Standard Operating Procedure!). She brought her work method to the attention of the core team together with her assertion that it was more efficient. The team supported her to evidence the improvement that her working method would deliver to engage colleagues in new standard work. How the changes were implemented First steps in improvement were: • Formation of a core Lean team – all job grades represented by enthusiastic and positive team members who worked collaboratively with the rest of the laboratory team to identify opportunities for improvement and test changes • Introduction of daily huddles • Creation of a communication centre where Lean information, problems and work in progress were The team worked with their colleague who offered the They began with a timeline of activity to show the shared MRSA improvement suggestion on evidencing the difference between the current process and the one piece • Suggestions boards benefits of a change to others. flow that was suggested. They also used Process Sequence • Lean drop in sessions. Charts (PSC) to capture the detailed process steps. 18
  • 19. Service improvement in microbiology: why, what and how The PSC revealed waste in the form of multiple checks, waits and transportation as different parts of the process were done separately and in large batches. Samples were waiting for the whole batch to be completed before moving to the next stage in the process. The proposed alternative process reduced steps from 28 to 16 and increased efficiency by 20%. Simple visual aids were created to aid training in the new process as staff rotate around the laboratory. It includes instructions for handling large volumes of specimens at peak delivery times dividing tasks between staff members to ensure flow is maintained. Measurable improvements and impact How will this be sustained and what is the Contact Handling samples in one piece flow rather than batching potential for the future? Dr Mathew Diggle them into three steps removes 29 seconds of picking up, As improvement work has progressed staff engagement Email: mathew.diggle@improvement.nhs.uk re-checking and putting down per sample. has increased to the point where the suggestions boards and Lean drop ins have become redundant. Questions With an annual workload of some 250,000 samples this and queries are raised on a daily basis either at huddles equates to a time saving of 2014 hours or just over 250 or in 1-2-1 conversations where staff members seek out working days. a Lean team member, consultant or manager to discuss their idea. 19
  • 20. Service improvement in microbiology: why, what and how CASE STUDY Huddles - stop to fix Northern Lincolnshire & Goole Hospitals NHS Foundation Trust - Scunthorpe Summary Huddles make daily resource planning possible and Key learning Twice daily huddles improve laboratory operations and straightforward, reducing the administration time Communications are key to team performance and reduce the time required for meetings. previously required to manage changes. Staffing and enable teams to manage more effectively particularly workload data has become more visible and the team during times of pressure or major change. Understanding the problem has been kept informed of actions being taken to Formal team communication was previously conducted address problems relating to staff shortages. Daily face to face communications ensure information through monthly meetings and sharing of the minutes. sharing is open, timely and useful. Communication with staff occurs at a time pertinent to Information was out of date by the time it reached staff the content of the information and there is no delay in Issues boards are a good place to begin simple team and there was no interaction or feedback from staff. staff receiving news that is relevant to them and their problem solving activity but after time and with daily work. The daily meetings are recorded on a proforma communications, problem solving becomes a part of Staff rotas took hours to prepare and were constantly for staff to refer to if they have been on leave. daily work. changed and re-issued. The monthly formal meeting is now shorter and more Daily meetings reduce wasted administration time and How the changes were implemented focussed and efficient. enable teams to plan daily work more effectively. Initially the meetings were once daily at 9.10 am. Staff posted issues on a board anonymously and the issues Measurable improvements and impact How will this be sustained and what is the were discussed and allocated to someone to resolve. Having the twice daily meetings has enhanced potential for the future? relationships and team working. The twice daily meetings are now part of the ethos of As the late and on-call staff missed the morning the department. meetings, the idea of holding a second meeting in the Problems are highlighted and dealt with more promptly. afternoon was raised and introduced at 4pm. Other disciplines have noticed the daily routine and have The time spent in the monthly laboratory meeting has started the same practice. Initially staff were reluctant to join in. Over time, staff reduced by a third, as has the number of pages in the became more confident, sharing issues and becoming minutes. Contact involved in solutions. The meetings are led by the team Mark Cioni managers and on occasion staff members take a lead Email: mark.cioni@nhs.net role. 20
  • 21. Service improvement in microbiology: why, what and how 21
  • 22. Service improvement in microbiology: why, what and how CASE STUDY Engagement for successful change Northern Lincolnshire & Goole Hospitals NHS Foundation Trust - Scunthorpe Summary • All staff participated in collecting base line data before • Defect reduction - antenatal specimens sent to wrong • Early changes were not sustained the RIE including value stream maps, process sequence laboratory solved by education of users (30 specimen • Lessons were learned and the whole laboratory team charts, spaghetti maps and defect data. reduction in staff processing time, transport and engaged and involved in a week long improvement • During the RIE the team redesigned the majority of wasted specimens due to delay £4,700 PA) event to redesign bench flow. benches. Enthusaism was such that one initially out • 25% improvement in space utilisation by new lab of scope bench was included. layout and 5S Understanding the problem • A ‘paper doll’ exercise was performed, with blank lab • 100% staff involved in improvement projects Having evidenced the performance of the process with layouts and scale models of the equipment and • Enhanced staff communication and relations. value stream mapping, process sequence charts and benches. All staff were invited to redesign the defect data collection, the core Lean team implemented laboratory as they felt appropriate to support the best Time savings have enabled the laboratory to manage a series of changes at the urines bench to standardise possible process workloads despite staff losses and 4.83 vacancies have small batch flow. • A series of experiments were carried out to test ideas been removed as part of pathology reconfiguration. and adjustments and changes to the original plans The department was experiencing instability as a result were made and then implemented Key learning of high staff turnover and absence. The changes • The IT department were involved to discuss IT Some staff within microbiology at Scunthorpe had introduced failed to sustain. problems and identify solutions with the team. previously been given some rudimentary training on some aspects of Lean, but follow up, sustainability and It was decided to revisit the process along with others Measurable improvements and impact incorporation into the laboratory culture was never during a week-long focus – a rapid improvement event • Changes to the date stamping process released 2.5 achieved. (RIE) – covering the majority of benches and involving hours MLA time per day (valued at £6,920 pa) the whole team on a daily basis. • Processing time saved due to introduction of flow The core Lean team had been struggling to make an processes and a dedicated MLA in specimen sorting impact but after the RIE, performance, communciation How the changes were implemented (2 wte MLA - £57,830 pa) and ideas from the team was massively improved. • The laboratory had already taken steps to improve • Savings in staff time following resolution of IT communication with the introduction of huddles – problems that hindered work flow (0.5 wte MLA 0.5 Visits to the histology laboratory in Lincoln were first once and then twice daily wte BMS £34,250 pa) organised for staff to see for themselves and talk to • A significant investment in staff development involved • Centralised management of telephone calls saving 2 their colleagues about how Lean was introduced there. the whole team attending a Lean awareness training hours per day staff time (BMS and MLA £ 7,545 pa) The tools and techniques are now more relevant to the day • Defect reduction through improved management of visiting microbiology staff and they have returned from • The consultant microbiologist and laboratory manager negative urine reports - 90% reduction of over the visits with new ideas and enthusiasm to make delivered lunchtime refresher sessions looking again at processing of negative urine specimens (100 further changes. Lean tools and techniques in preparation for the RIE specimens/week, assumed cost 75p per test £3,750 pa) 22
  • 23. Service improvement in microbiology: why, what and how How will this be sustained and what is the potential for the future? All of the laboratory staff are now involved with implementing improvements. Staff are looking at the possibility of further improvements in the future in sections of the laboratory that were not part of the RIE. Staff have ownership of the changes that have occurred and have taken responsibility for maintaining them and making further improvements. Future work is planned with service users to reduce the defects associated with lack of understanding of each other’s needs. The team plans to do a deeper study of one of the work cells to understand takt time and flow. The learning from this cell will be applied to all work cells. Contact Mark Cioni Email: mark.cioni@nhs.net 23
  • 24. Service improvement in microbiology: why, what and how [voice of the customer] #6 What do patients and users want from microbiology? A survey of patients in the East of England revealed that they want: Working in the new commissioning landscape will require pathology service providers to be responsive to user needs and to demonstrate and • Easy, accessible sampling evidence the performance of their service in a meaningful way that is • No repeat tests regardless of the reason focussed on the quality and value of the service they are offering. • Quick access to results by requesting clinician • Information on how to provide samples Dr Hemel Desai, GP and Clinical Lead for the Transforming Pathology Services • Direct access to results. project, NHS East of England provided the East Midlands microbiology clinical and managerial leaders with a clear insight into what is important to primary Domain 4 of The NHS Operating Framework for 2012/13 - ensuring that people care users and commissioners. His research revealed expectations that make it have a positive experience of care - requires all NHS organisations to actively seek clear microbiology services have a responsibility to users and patients that begins out, respond positively and improve services in line with patient feedback. well before the sample arrives in the laboratory. There are a number of established methods and groups available to assist with Voice of the customer patient engagement: When redesigning services to meet user needs microbiology departments are recommended to consider the following feedback from GPs to Dr Desai: Patient Advice and Liaison Service (PALS) All Trusts have a Patient Advice and Liaison Service (PALS). This service has been • Treat us as customers – “can I telephone and get additional tests introduced to ensure that the NHS listens to patients, their relatives, carers and and results easily?” friends, and answers their questions and resolves their concerns as quickly as • We require the following: possible - www.pals.nhs.uk • regular sample collection and delivery • a hassle free requesting process – “I have seven and a half minutes per Patient Opinion website patient to decide upon and request diagnostic tests” A website where patients can inform specific NHS organisations about their care • timely results – with a recognition that there is often a wait for patients to allowing the organisations to provide a response - www.patientopinion.org.uk action the next steps in their diagnosis by returning to the practice • a high degree of confidence in getting results back. Consistency across laboratory services is required because tests may be sent to multiple locations • advice available both pre and post analytical, for example, how to collect samples appropriately • access to the correct containers; which one for which sample? • quick and easy tests, for example, urine dip sticks are a good tool for decision making. 24
  • 25. Service improvement in microbiology: why, what and how Engaging users to support improvement There are currently significant practical challenges that prevent end to end visibility of microbiology diagnostic testing not least the fact that many samples are produced by patients, in their own homes, to their own preferred timescales. Microbiology departments must engage with patients and users to enlist their support in improving diagnostic pathways at the sample requesting stage. This could involve: • Supporting users to request the appropriate test for the patient • Identifying the correct container • Education and information to confirm how to complete simplified request cards or mandatory fields in electronic requesting systems • Providing date and time information – request and sample collection. Visual management has been proven to influence considerable improvement in the quality of requesting and the reduction of inappropriate testing. 25
  • 26. Service improvement in microbiology: why, what and how CASE STUDY From laboratory to ward: engaging users as part of a laboratory improvement project Whipps Cross University Hospital NHS Trust Summary Value stream mapping suggested that sample defects The consultant microbiologist also wrote to all hospital The change to a new primary urine container was an were a significant problem, and a specific defect audit consultants and GP users to introduce the change. An opportunity to increase engagement with users. identified a total of 15% of incorrect containers had A4 visual aid was produced to explain how a urine This included visits to wards and GP practices, a “launch been received in one week. These incorrect containers sample should be taken using the new containers, and event” held in the hospital canteen, and creation of a pose a storage problem and potential to be misplaced as this was sent out with the letters. visual aid designed to help users provide the correct they do not fit in either the storage or transport racks. sample types. A more detailed A3 visual aid was designed for all How the changes were implemented microbiology samples. This provides information for Understanding the problem Introduction of a primary tube for collection of urine request form completion and taking specimens as well The histopathology department at Whipps Cross had samples that could be used directly on analysers in both as specimen types, containers, storage and previously been a pilot site working with NHS microbiology and biochemistry was suggested. The transportation of specimens together with contact Improvement with successful outcomes. proposal was discussed and approved by the details of the laboratory. A laminated copy of this was management groups of both departments. to be placed in every clinical area where specimen The results from this project acted as the inspiration for containers were stored. the microbiology department to start its own The microbiology improvement group recognised that improvement programme. significant user engagement would be required prior to The productive ward team was approached to aid in the introduction of the new tubes to prevent problems ward staff engagement, and following a formal A microbiology improvement group was set up including during the changeover. It was also recognised as an meeting, a launch event for the new primary urine MLA, BMS, managerial, and medical staff with the opportunity to engage with users more widely in order tubes was held in the hospital canteen area, including a support of the histopathology project leads (the to understand what was important to them providing a member of the productive ward team (PWT). This was laboratory manager and a consultant). This group steer on further improvement opportunities. held over lunch times for a period of four days, on the decided that processing of urines would be a suitable week prior to introduction of the new tubes and area to focus on as this was the largest volume sample Ward visits were carried out by the consultant enabled the microbiology team to meet as many staff type received by the laboratory. microbiologist, the chief BMS, and an MLA. members as possible. Appointments were made to speak to doctors, nurses A sample pathway audit identified the three highest and midwives from these user groups to discuss current The press and communications department publicised hospital users (antenatal clinic, A&E, and a surgical problems with urine samples, explain the advantages of the launch event through the trust email newsletter. admissions ward) as well as three large GP practices. the new tubes, and to demonstrate the use of the new The event stand was manned by members of the tubes. improvement group, including the consultant microbiologist who encouraged junior doctors to engage. 26
  • 27. Service improvement in microbiology: why, what and how There was support from the manufacturer during the Key learning launch, which supplied pens and notepad incentives to • Communication with staff around the hospital has Visual management for taking attract interest and had representatives present to help given rise to new relationships and has improved microbiology specimens answer questions. knowledge and education amongst other departments • The involvement of the PWT helping to organise the The launch of the primary tubes and creation of the launch, as well as working with the Lean team to put visual aids was also the subject of a medical grand together the visual aid and distributing this to the round session conducted by the consultant wards was valuable microbiologist. This talk included a discussion of the • The influence of the consultant microbiologist was an importance of proper completion of request forms and added advantage in engaging with doctors an example of a serious incident resulting from a poorly • The publicity through the email newsletter, the launch completed form. in the canteen and the medical grand round session all played a substantial part in the success of the In order to accelerate the removal of old tubes visits introduction of the primary urine tubes were made to retrieve old stock and replace with the • The unsuccessful idea was the proposal for a visual aid new primary tubes. for the whole of pathology. Although an attempt was made, after many meetings it was decided that Measurable improvements and impact pathology visual aid would be impractical as it would 1. Minimising waste as a result of fewer samples being be too big and too chaotic. The microbiology visual rejected (biochemistry rejected all samples sent in aid was created instead. incorrect containers, meaning patients had to provide a repeat specimen) How this improvement benefits patients • Work done in microbiology and histopathology has 2. Reducing the potential for errors due to the • Safety for patients has improved as there is no spread to central specimen reception, and the elimination of a decanting step in the laboratory decanting and therefore no possibility of sample mix- microbiology team have worked together with 3. Reducing laboratory staff time due to removal of the ups reception staff to start data collection and implement decanting step and eliminating problems with • No need for repeat samples due to use of worng improvements in this area storage. container and the specimen being rejected by the lab. • A project to redesign the request form is underway to help eliminate the issues that surround this area The sample defect audit is being repeated to measure How will this be sustained and what is the • To implement Lean processes onto other benches the improvement in incorrect container types received. A potential for the future? starting with the HVS bench. deadline for accepting these containers has been set. • The microbiology team have continued to visit the After this deadline all incorrect containers will be wards on a regular basis, speaking to nurses and Contact rejected with the addition of a comment instructing healthcare assistants to reinforce messages about Dr Amit Amin, Consultant Microbiologist users on specific containers for specific tests. sample collection and answer any questions they have Email: amit.amin@bartshealth.nhs.uk 27
  • 28. Service improvement in microbiology: why, what and how CASE STUDY User engagement - ‘poducation’ St Helens & Knowsley Teaching Hospitals NHS Trust - Whiston Hospital Summary A decision had to be made whether to stop the wards In addition, porters and ward staff do not break off from Safe use of the hospital air tube to transport blood that had not yet been trained from sending blood their usual duties to bring these specimens down to culture bottles to the laboratory has stopped batching cultures in this way or to accelerate the training to pathology: and ensured samples are placed on the analyser in a include as many locations as quickly as possible. It was timely manner improving the probability of isolating decided to do the latter as the take up from the • Increase from zero to 7,200 p.a. blood cultures bacteria of significance in patients. additional locations was an extremely good indicator of arriving via the air tube the success for users. • About 90% of blood culture samples now arrive via Understanding the problem the air tube The pathology department at Whiston Hospital A Medical Laboratory Assistant (MLA) approached the • The time taken to deliver blood cultures by staff is relocated to a corner of the new hospital site. This laboratory manager and suggested that the training approximately nine minutes, which equates to just meant that ward staff and porters had to walk programme should be accelerated and volunteered to over 1,000 hours of walking removed per annum. significantly further to deliver blood cultures. expand the training as soon as possilbe. Key learning This resulted in these samples being batched until In addition to the training, visual management was • The initiative was successful because pathology somebody was going to the laboratory. This time delay produced and is displayed on every vacuum station in reacted to the needs and demands of the users. between the samples being taken and being put onto response to user demand to employ the vacuum tube to Users themselves highlighted the need to accelerate the blood culture analyser delayed positive results and ensure safe and correct practice. training for all departments and the department treatment reacted promptly Measurable improvements and impact • As the interface between users and the laboratory is How the changes were implemented Blood culture samples are sent to the laboratory as they well developed, it was possible to deliver the training The microbiology department planned to introduce are taken from the patient and are put on the analyser in a compressed time period to provide assurance to sending blood cultures through the air tube system as a as they arrive in the laboratory. This improves the all involved of the safety of the glass bottle in the air pilot with two high volume users. probability of isolating bacteria of significance in these tube patients. • As pathology was relocating this was an issue that Before there was an opportunity to evaluate the pilot it was perhaps overlooked due to the enormity of the became apparent that it was successful from the user's move. viewpoint as samples started arriving from sites that were not included in the original pilot. 28
  • 29. Service improvement in microbiology: why, what and how How this improvement benefits patients Safe use of the POD system for transport Patient samples are analysed in a timely manner to of blood cultures identify bacteria of significance to ensure prompt treatment of infections. How will this be sustained and what is the potential for the future? The improvement has sustained itself as it saves staff having to deliver a sample to the laboratory. BLOOD CULTURES MUST BE PLACED IN THE CORRECT CARRIER FOR TRANSPORT IN Engagement with users is on going. THE POD SYSTEM Continued liason with users and assessing any changes in requesting behaviour that indicates that a change in laboratory practice may be appropriate. Contact Kevin McLachlan Email: kevin.mclaclan@sthk.nhs.uk Paul Hardiman Email: paul.hardiman@sthk.nhs.uk THIS IS THE CORRECT TRANSPORTATION FOR BLOOD CULTURES 29
  • 30. Service improvement in microbiology: why, what and how CASE STUDY GP engagement when introducing a new urine collection system St Helens & Knowsley Teaching Hospitals NHS Trust - Whiston Hospital Summary The primary care users were visited and key surgeries Benefits achieved include: Laboratory staff visited GP surgeries to introduce visual took part in a pilot scheme for the introduction of a new • Health and safety improvements for staff as they no management and provide training in the use of urine collection system. An earlier similar exercise had longer had to decant over 500 samples per day (no algorithms for urine culture, leading to a reduction of not been sucessful as users were not involved and splashes or exposure to infections) 21% in inappropriate tests. assumptions were made about what was required by • Health and safety improvement for patients them. • no repeats due to cross contamination of samples Understanding the problem • sample number mix ups mitigated. The improvement team found significant inappropriate The laboratory staff trained the surgery staff in the use testing in the urines work stream which could be of an algorithim and discussed the benefits to Key learning reduced to allow the department to release time to themselves, their patients and the laboratory. • Never make assumptions - go out and visit your users concentrate on value added activities in the areas of - allow them the opportunity to ask you questions national importance (MRSA and C.Difficile testing). A pilot study was run on several sites at the same time • Ask questions of your users so you can provide the to introduce of a new sampling system for urine culture. service they require, and not one you think they A data gathering exercise was completed before the require. changes were made. This involved a multidisciplinary Measurable improvements and impact team from across the department and identified: 21.5% reduction in urine requests. Things to do differently: • 40% of urines tested were negative • Ensure staff are adequately trained in data • Inappropriate requests for urinalysis • Poorly labelled forms and sample bottles. “The new urine tubes are easier, gathering and analysis. . safer and reduce the risk of cross How this improvement benefits patients How the changes were implemented Improved safety and quality as new urine tubes do not From previous experience, it was clear that the infection.” require decanting reducing the opportunity for errors. laboratory needed to engage with the users and not Patients were not directly involved at the pilot sites, but make assumptions about what they wanted. Infection control link nurse they were asked for feedback on a questionnaire completed at the end of the pilot study. All participants in the pilot gave a favourable response to the use of the new tubes. 30
  • 31. Service improvement in microbiology: why, what and how Visual Management - Standard Work How will this be sustained and what is the potential for the future? From previous experience, staff recognised the possible failure of changes if users were not fully engaged and on board with the improvements. Contact Kevin McLachlan Email: kevin.mclaclan@sthk.nhs.uk Beverley Duffy Email: beverley.duffy@sthk.nhs.uk 31